Trek Financial’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 | $10.1M | Sell |
164,783
-4,324
| -3% | -$265K | 0.68% | 39 |
|
|
2025
Q1 | $7.92M | Buy |
169,107
+40,395
| +31% | +$1.89M | 0.57% | 46 |
|
|
2024
Q4 | $6.83M | Buy |
128,712
+71,032
| +123% | +$3.77M | 0.51% | 54 |
|
|
2024
Q3 | $2.08M | Sell |
57,680
-62,640
| -52% | -$2.26M | 0.16% | 137 |
|
|
2024
Q2 | $4.11M | Buy |
120,320
+539
| +0.4% | +$18.4K | 0.33% | 82 |
|
|
2024
Q1 | $4.85M | Buy |
+119,781
| New | +$4.85M | 0.38% | 73 |
|