United Capital Financial 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	$937K	Buy	15,300 +757	+5%	+$46.3K	0.01%	599
2025 Q1	$681K	Buy	14,543 +6,904	+90%	+$323K	0.01%	652
2024 Q4	$405K	Buy	+7,639	New	+$405K	﹤0.01%	787