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SFG Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

SFG Wealth Management’s Portfolio IBIT Stock Details IBIT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,964
Closed -$232K – 103
2025
Q1 		$232K Buy
4,964
+527
+12% +$24.7K 0.11% 111
2024
Q4 		$235K Buy
+4,437
New +$235K 0.12% 88