Number of Shares
35,009.00
Current Holdings Value*
$1.86 Mil
% of Portfolio
0.46%
Total Estimate Gain
$433,915.95
% of Total Estimate Gain
29.72%

Sterling Investment Advisors, Ltd.'s ISHARES BITCOIN TR Holding Summary

As of 2024-12-31, Sterling Investment Advisors, Ltd. held 35,009.00 shares of ISHARES BITCOIN TR(IBIT), totaling $1.86 Mil. This investment constitutes 0.46% of their stock portfolio, and Sterling Investment Advisors, Ltd. now holds 0% of the outstanding ISHARES BITCOIN TR(IBIT) stock.

The initial trade took place in 2024Q1. And since then Sterling Investment Advisors, Ltd. has made 4 purchases of IBIT, at an average price of $41.71, for a total of 35,009.00 shares. Based on historical transaction data and IBIT's current price of $54.10, Sterling Investment Advisors, Ltd.'s estimated gain on his IBIT holdings is $433,915.95, reflecting a 29.72% gain to date.

Sterling Investment Advisors, Ltd. IBIT ($54.10) Holding Chart

Sterling Investment Advisors, Ltd. IBIT ($54.10) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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