Vista Finance’s iShares Bitcoin Trust IBIT Stock Holding History

Vista Finance’s Portfolio IBIT Stock Details IBIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.21M	Buy	25,662 +5,790	+29%	+$233K	0.65%	19
2026 Q2	$662K	Sell	19,872 -185	-0.9%	-$7.52K	0.37%	21
2026 Q1	$771K	Sell	20,057 -9,828	-33%	-$426K	0.61%	15
2025 Q4	$1.48M	Hold	29,885	–	–	0.98%	15
2025 Q3	$1.94M	Hold	29,885	–	–	1.29%	10
2025 Q2	$1.83M	Hold	29,885	–	–	1.58%	11
2025 Q1	$1.4M	Sell	29,885 -45	-0.2%	-$2.38K	1.21%	16
2024 Q4	$1.59M	Hold	29,930	–	–	1.63%	14
2024 Q3	$1.08M	Sell	29,930 -1,790	-6%	-$62.2K	1.46%	15
2024 Q2	$1.08M	Buy	+31,720	New	+$1.18M	1.66%	14

Other funds holding IBIT

NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return

Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return

Texas Capital Bank Wealth Management Services Dallas, Texas $1.94B AUM 19.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Vista Finance's IBIT Position: Q3 2026 in Review

Vista Finance increased its iShares Bitcoin Trust (IBIT) stake by 29% in Q3 2026, buying an estimated $233K and bringing the position to 25,662 shares worth $1.21M. The position accounts for 0.65% of the portfolio, ranked #19.

Vista Finance first reported a position in IBIT in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.94M in Q3 2025. 1,121 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Vista Finance held 25,662 shares of iShares Bitcoin Trust worth $1.21M as of Q3 2026.
Vista Finance bought 5,790 iShares Bitcoin Trust shares in Q3 2026, an estimated $233K.
iShares Bitcoin Trust made up 0.65% of Vista Finance's portfolio in Q3 2026, its #19 holding.
Vista Finance first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 10 quarters since.
Vista Finance's iShares Bitcoin Trust position peaked at $1.94M in Q3 2025.
1,121 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Vista Finance's 13F filing for Q3 2026, filed 23 Oct 2026.