Valley National Advisers’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
$272K Buy
4,445
+904
+26% +$55.3K 0.04% 211
2025
Q1
$165K Buy
3,541
+1,754
+98% +$81.7K 0.03% 245
2024
Q4
$94K Buy
1,787
+1,173
+191% +$61.7K 0.02% 289
2024
Q3
$22K Hold
614
﹤0.01% 435
2024
Q2
$20K Buy
614
+50
+9% +$1.63K ﹤0.01% 510
2024
Q1
$22K Buy
+564
New +$22K ﹤0.01% 508