Watershed Private Wealth’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
$1.16M Buy
18,912
+2,027
+12% +$124K 0.42% 39
2025
Q1
$790K Buy
16,885
+2,565
+18% +$120K 0.32% 53
2024
Q4
$760K Hold
14,320
0.3% 55
2024
Q3
$517K Buy
+14,320
New +$517K 0.21% 67