Whalen Wealth Management’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 | $774K | Sell |
12,652
-11,259
| -47% | -$689K | 0.49% | 60 |
|
|
2025
Q1 | $1.12M | Buy |
23,911
+18,660
| +355% | +$873K | 0.75% | 32 |
|
|
2024
Q4 | $279K | Buy |
+5,251
| New | +$279K | 0.19% | 100 |
|
|
2024
Q3 | – | Sell |
-8,656
| Closed | -$296K | – | 127 |
|
|
2024
Q2 | $296K | Buy |
8,656
+731
| +9% | +$25K | 0.23% | 77 |
|
|
2024
Q1 | $321K | Buy |
+7,925
| New | +$321K | 0.24% | 67 |
|