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Ishares Bitcoin Tr shares owned by Forum Financial Management

Quarter-by-quarter ownership of Ishares Bitcoin Tr (IBIT) shares owned by Forum Financial Management from 13F filings

Historical chart of Forum Financial Management investment in Ishares Bitcoin Tr

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All positions including Ishares Bitcoin Tr held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Bitcoin Tr by Forum Financial Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $603k 16k 38.42
2025-12-31 $766k 15k 49.65
2025-09-30 $514k 7.9k 65.00
2025-06-30 $474k 7.8k 61.21
2025-03-31 $222k 4.7k 46.81

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Dimensional Etf Trust Global Real Est (DFGR)
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Dimensional Etf Trust Intl Small Cap V (DISV)
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Amgen (AMGN)
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
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View all positions for Forum Financial Management

Top funds holding Ishares Bitcoin Tr

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View all funds holding Ishares Bitcoin Tr