Wealthspire Advisors (New York)’s iShares Bitcoin Trust IBIT Stock Holding History

Wealthspire Advisors (New York)’s Portfolio IBIT Stock Details IBIT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.46M	Buy
2025 Q4	$6.21M	Buy
2025 Q3	$7.89M	Buy
2025 Q2	$6.47M	Sell
2025 Q1	$4.96M	Buy
2024 Q4	$4.11M	Buy
2024 Q3	$618K	Buy
2024 Q2	$526K	Buy