Sequoia Financial Advisors’s iShares Bitcoin Trust IBIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.95M | Buy |
48,259
+2,861
| +6% | +$175K | 0.02% | 384 |
|
|
2025
Q1 | $2.13M | Buy |
45,398
+4,328
| +11% | +$203K | 0.02% | 420 |
|
|
2024
Q4 | $2.18M | Buy |
41,070
+10,046
| +32% | +$533K | 0.02% | 386 |
|
|
2024
Q3 | $1.12M | Buy |
31,024
+9,902
| +47% | +$358K | 0.01% | 510 |
|
|
2024
Q2 | $721K | Buy |
21,122
+6,083
| +40% | +$208K | 0.01% | 572 |
|
|
2024
Q1 | $609K | Buy |
+15,039
| New | +$609K | 0.01% | 619 |
|