SVB Wealth’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
$535K Sell
8,739
-35,142
-80% -$2.15M 0.03% 291
2025
Q1
$2.05M Sell
43,881
-4,638
-10% -$217K 0.08% 113
2024
Q4
$2.57M Buy
+48,519
New +$2.57M 0.05% 201
2024
Q3
Sell
-16,886
Closed -$576K 283
2024
Q2
$576K Sell
16,886
-14,370
-46% -$491K 0.01% 406
2024
Q1
$1.26M Buy
+31,256
New +$1.26M 0.03% 308