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

Vista Investment Partners’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 		$213K Sell
4,494
-5,690
-56% -$229K 0.06% 153
2026
Q2 		$339K Buy
10,184
+2,845
+39% +$116K 0.09% 135
2026
Q1 		$282K Buy
7,339
+1,574
+27% +$68.2K 0.07% 146
2025
Q4 		$286K Buy
+5,765
New +$328K 0.07% 140
2024
Q3 		– Sell
-32,455
Closed -$1.11M – 159
2024
Q2 		$1.11M Buy
+32,455
New +$1.21M 0.37% 72

Other funds holding IBIT

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Vista Investment Partners's IBIT Position: Q3 2026 in Review

Vista Investment Partners reduced its iShares Bitcoin Trust (IBIT) stake by 56% in Q3 2026, selling an estimated $229K and leaving 4,494 shares worth $213K. The position accounts for 0.06% of the portfolio, ranked #153.

Vista Investment Partners first reported a position in IBIT in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.11M in Q2 2024. 86 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Vista Investment Partners held 4,494 shares of iShares Bitcoin Trust worth $213K as of Q3 2026.
  • Vista Investment Partners sold 5,690 iShares Bitcoin Trust shares in Q3 2026, an estimated $229K.
  • iShares Bitcoin Trust made up 0.06% of Vista Investment Partners's portfolio in Q3 2026, its #153 holding.
  • Vista Investment Partners first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 5 quarters since.
  • Vista Investment Partners's iShares Bitcoin Trust position peaked at $1.11M in Q2 2024.
  • 86 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.