Walkner Condon 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
$835K Buy
13,644
+1,821
+15% +$111K 0.15% 109
2025
Q1
$553K Sell
11,823
-75
-0.6% -$3.51K 0.11% 141
2024
Q4
$631K Sell
11,898
-400
-3% -$21.2K 0.13% 136
2024
Q3
$444K Buy
+12,298
New +$444K 0.09% 169