SVWAG
Sound View Wealth Advisors Group’s iShares Bitcoin Trust IBIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
21,130
+7,393
| +54% | +$453K | 0.1% | 165 |
|
|
2025
Q1 | $643K | Buy |
13,737
+2,999
| +28% | +$140K | 0.05% | 227 |
|
|
2024
Q4 | $570K | Buy |
10,738
+1,751
| +19% | +$92.9K | 0.05% | 243 |
|
|
2024
Q3 | $325K | Buy |
8,987
+344
| +4% | +$12.4K | 0.03% | 323 |
|
|
2024
Q2 | $295K | Buy |
8,643
+186
| +2% | +$6.35K | 0.03% | 306 |
|
|
2024
Q1 | $342K | Buy |
+8,457
| New | +$342K | 0.04% | 285 |
|