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 Q2	$662K	Sell	19,872 -185	-0.9%	-$7.53K	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

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

PPA

Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return

OCM

Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Vista Finance's IBIT Position: Q2 2026 in Review

Vista Finance reduced its iShares Bitcoin Trust (IBIT) stake by 0.92% in Q2 2026, selling an estimated $7.53K and leaving 19,872 shares worth $662K. The position accounts for 0.37% of the portfolio, ranked #21.

Vista Finance first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.94M in Q3 2025. 642 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Vista Finance held 19,872 shares of iShares Bitcoin Trust worth $662K as of Q2 2026.
Vista Finance sold 185 iShares Bitcoin Trust shares in Q2 2026, an estimated $7.53K.
iShares Bitcoin Trust made up 0.37% of Vista Finance's portfolio in Q2 2026, its #21 holding.
Vista Finance first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
Vista Finance's iShares Bitcoin Trust position peaked at $1.94M in Q3 2025.
642 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Vista Finance's 13F filing for Q2 2026, filed 16 Jul 2026.