Summit Global Investments’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
$781K Buy
12,764
+1,588
+14% +$97.2K 0.05% 242
2025
Q1
$523K Sell
11,176
-44
-0.4% -$2.06K 0.04% 279
2024
Q4
$595K Buy
11,220
+6
+0.1% +$318 0.04% 318
2024
Q3
$405K Buy
11,214
+355
+3% +$12.8K 0.03% 392
2024
Q2
$371K Buy
10,859
+2,703
+33% +$92.3K 0.03% 392
2024
Q1
$330K Buy
+8,156
New +$330K 0.02% 391