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 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

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

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

MFG

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

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

BWM

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Vista Investment Partners increased its iShares Bitcoin Trust (IBIT) stake by 39% in Q2 2026, buying an estimated $116K and bringing the position to 10,184 shares worth $339K. The position accounts for 0.09% of the portfolio, ranked #135.

Vista Investment Partners first reported a position in IBIT in Q2 2024 and has held it in 4 quarters since. The position peaked at $1.11M in Q2 2024. 410 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Vista Investment Partners held 10,184 shares of iShares Bitcoin Trust worth $339K as of Q2 2026.
Vista Investment Partners bought 2,845 iShares Bitcoin Trust shares in Q2 2026, an estimated $116K.
iShares Bitcoin Trust made up 0.09% of Vista Investment Partners's portfolio in Q2 2026, its #135 holding.
Vista Investment Partners first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 4 quarters since.
Vista Investment Partners's iShares Bitcoin Trust position peaked at $1.11M in Q2 2024.
410 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.