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Ishares Bitcoin Tr shares owned by Heirloom Wealth Management

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

Historical chart of Heirloom Wealth Management investment in Ishares Bitcoin Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Bitcoin Tr by Heirloom Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.5M 130k 49.65
2025-09-30 $8.0M 123k 65.00
2025-06-30 $7.0M 115k 61.21
2025-03-31 $5.3M 113k 46.81
2024-12-31 $3.5M 66k 53.05