Waverly 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 | $2.09M | Buy |
34,222
+317
| +0.9% | +$19.4K | 0.02% | 482 |
|
|
2025
Q1 | $1.59M | Buy |
33,905
+10,047
| +42% | +$470K | 0.02% | 524 |
|
|
2024
Q4 | $1.27M | Buy |
23,858
+7,413
| +45% | +$393K | 0.02% | 471 |
|
|
2024
Q3 | $594K | Buy |
16,445
+3,850
| +31% | +$139K | 0.01% | 548 |
|
|
2024
Q2 | $430K | Buy |
12,595
+3,724
| +42% | +$127K | 0.01% | 605 |
|
|
2024
Q1 | $359K | Buy |
+8,871
| New | +$359K | 0.01% | 533 |
|