SIAP
Sterling Investment Advisors (Pennsylvania)’s iShares Bitcoin Trust IBIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28M | Buy |
37,230
+1,750
| +5% | +$107K | 0.5% | 58 |
|
|
2025
Q1 | $1.66M | Buy |
35,480
+471
| +1% | +$22K | 0.4% | 68 |
|
|
2024
Q4 | $1.86M | Buy |
35,009
+21,624
| +162% | +$1.15M | 0.45% | 64 |
|
|
2024
Q3 | $484K | Buy |
13,385
+4,450
| +50% | +$161K | 0.12% | 108 |
|
|
2024
Q2 | $305K | Buy |
8,935
+300
| +3% | +$10.2K | 0.08% | 117 |
|
|
2024
Q1 | $349K | Buy |
+8,635
| New | +$349K | 0.1% | 116 |
|