Wealth Management Associates’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
$1.97M Hold
32,207
0.77% 32
2025
Q1
$1.51M Buy
32,207
+5,945
+23% +$278K 0.65% 37
2024
Q4
$1.39M Buy
26,262
+8,957
+52% +$475K 0.6% 39
2024
Q3
$625K Buy
+17,305
New +$625K 0.27% 75