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Tolleson Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Tolleson Wealth Management’s Portfolio IBIT Stock Details IBIT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-21,575
Closed -$1.15M – 96
2024
Q4 		$1.15M Buy
+21,575
New +$1.15M 0.23% 41