WealthShield Partners’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
$2.03M Buy
33,209
+834
+3% +$51K 0.25% 115
2025
Q1
$1.52M Buy
32,375
+6,570
+25% +$308K 0.19% 125
2024
Q4
$1.37M Buy
25,805
+11,879
+85% +$630K 0.19% 122
2024
Q3
$503K Buy
13,926
+1,193
+9% +$43.1K 0.07% 213
2024
Q2
$435K Buy
12,733
+2,063
+19% +$70.4K 0.07% 209
2024
Q1
$432K Buy
+10,670
New +$432K 0.07% 204