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Three Bridge Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Three Bridge Wealth Advisors’s Portfolio IBIT Stock Details IBIT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$631K Buy
10,310
+1,310
+15% +$80.2K 0.17% 57
2025
Q1 		$421K Buy
9,000
+4,675
+108% +$219K 0.15% 65
2024
Q4 		$229K Buy
+4,325
New +$229K 0.08% 86