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Taylor & Morgan Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Taylor & Morgan Wealth Management’s Portfolio IBIT Stock Details IBIT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$433K Hold
7,082
– – 0.29% 45
2025
Q1 		$332K Sell
7,082
-2,256
-24% -$106K 0.25% 47
2024
Q4 		$495K Buy
9,338
+1,250
+15% +$66.3K 0.35% 43
2024
Q3 		$292K Buy
+8,088
New +$292K 0.2% 52