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Summit Trail Advisors’s iShares Bitcoin Trust IBIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Buy |
37,669
+29,086
| +339% | +$1.78M | 0.04% | 236 |
|
|
2025
Q1 | $402K | Sell |
8,583
-86,110
| -91% | -$4.03M | 0.01% | 276 |
|
|
2024
Q4 | $5.02M | Buy |
94,693
+22,021
| +30% | +$1.17M | 0.19% | 45 |
|
|
2024
Q3 | $2.63M | Buy |
+72,672
| New | +$2.63M | 0.07% | 131 |
|