West Financial Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

West Financial Advisors’s Portfolio IBIT Stock Details IBIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$918K	Buy
2025 Q2	$75.2K	Hold
2025 Q1	$57.5K	Hold
2024 Q4	$65.1K	Buy
2024 Q3	$40.1K	Buy