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Sard Wealth Management Group’s iShares Bitcoin Trust IBIT Stock Holding History

Sard Wealth Management Group’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$362K Hold
5,920
– – 0.22% 34
2025
Q1 		$277K Buy
+5,920
New +$277K 0.19% 36