Stonehage Fleming Financial Services’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
$1.07M Buy
17,523
+3,320
+23% +$203K 0.03% 60
2025
Q1
$665K Sell
14,203
-121
-0.8% -$5.66K 0.02% 70
2024
Q4
$760K Hold
14,324
0.02% 73
2024
Q3
$518K Buy
14,324
+3,344
+30% +$121K 0.01% 101
2024
Q2
$375K Buy
+10,980
New +$375K 0.01% 110