Sequoia Financial Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Sequoia Financial Advisors’s Portfolio IBIT Stock Details IBIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.52M	Buy
2025 Q2	$2.95M	Buy
2025 Q1	$2.13M	Buy
2024 Q4	$2.18M	Buy
2024 Q3	$1.12M	Buy
2024 Q2	$721K	Buy
2024 Q1	$609K	Buy