SWMG
Signature Wealth Management Group’s iShares Bitcoin Trust IBIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Buy |
+3,494
| New | +$214K | 0.08% | 113 |
|
|
2024
Q4 | – | Sell |
-31,307
| Closed | -$1.13M | – | 108 |
|
|
2024
Q3 | $1.13M | Buy |
31,307
+3,556
| +13% | +$128K | 0.45% | 71 |
|
|
2024
Q2 | $947K | Sell |
27,751
-158
| -0.6% | -$5.39K | 0.41% | 73 |
|
|
2024
Q1 | $1.02M | Buy |
+27,909
| New | +$1.02M | 0.47% | 71 |
|