U.S. Capital Wealth Advisors’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 | $957K | Buy |
15,632
+1,963
| +14% | +$120K | 0.03% | 436 |
|
|
2025
Q1 | $640K | Sell |
13,669
-21,512
| -61% | -$1.01M | 0.02% | 528 |
|
|
2024
Q4 | $1.87M | Buy |
35,181
+26,475
| +304% | +$1.4M | 0.06% | 308 |
|
|
2024
Q3 | $315K | Sell |
8,706
-50
| -0.6% | -$1.81K | 0.01% | 575 |
|
|
2024
Q2 | $299K | Buy |
8,756
+3,431
| +64% | +$117K | 0.01% | 570 |
|
|
2024
Q1 | $216K | Buy |
+5,325
| New | +$216K | 0.01% | 630 |
|