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Ishares Bitcoin Tr shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in Ishares Bitcoin Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Bitcoin Tr by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $11M 328k 33.29
2026-03-31 $7.0M 183k 38.42
2025-12-31 $5.9M 119k 49.65
2025-09-30 $5.7M 88k 65.00
2025-06-30 $4.4M 72k 61.21
2025-03-31 $1.9M 42k 46.81
2024-12-31 $1.5M 29k 53.05
2024-09-30 $345k 9.6k 36.13
2024-06-30 $371k 11k 34.14
2024-03-31 $385k 9.5k 40.47