Vista Investment Partners II’s iShares Bitcoin Trust IBIT Stock Holding History

Vista Investment Partners II’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	$2.36M	Buy	70,761 +6,027	+9%	+$245K	0.92%	41
2026 Q1	$2.49M	Buy	64,734 +25,580	+65%	+$1.11M	1.12%	36
2025 Q4	$1.94M	Buy	39,154 +14,581	+59%	+$828K	0.84%	50
2025 Q3	$1.6M	Buy	24,573 +2,997	+14%	+$195K	0.75%	48
2025 Q2	$1.32M	Buy	21,576 +4,728	+28%	+$265K	0.64%	50
2025 Q1	$789K	Buy	16,848 +9,906	+143%	+$524K	0.44%	57
2024 Q4	$368K	Buy	+6,942	New	+$328K	0.22%	87

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

AFAS

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

PBCay One Dubai, United Arab Emirates $1.74B AUM

Vista Investment Partners II's IBIT Position: Q2 2026 in Review

Vista Investment Partners II increased its iShares Bitcoin Trust (IBIT) stake by 9.3% in Q2 2026, buying an estimated $245K and bringing the position to 70,761 shares worth $2.36M. The position accounts for 0.92% of the portfolio, ranked #41.

Vista Investment Partners II first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.49M in Q1 2026. 543 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Vista Investment Partners II held 70,761 shares of iShares Bitcoin Trust worth $2.36M as of Q2 2026.
Vista Investment Partners II bought 6,027 iShares Bitcoin Trust shares in Q2 2026, an estimated $245K.
iShares Bitcoin Trust made up 0.92% of Vista Investment Partners II's portfolio in Q2 2026, its #41 holding.
Vista Investment Partners II first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
Vista Investment Partners II's iShares Bitcoin Trust position peaked at $2.49M in Q1 2026.
543 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.