Carter Financial Group
IBB icon

Carter Financial Group’s iShares Biotechnology ETF IBB Stock Holding History

Carter Financial Group’s Portfolio IBB Stock Details IBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$499K Sell
2,370
-53
-2% -$10.6K 0.25% 67
2026
Q2 		$461K Buy
2,423
+53
+2% +$9.11K 0.24% 71
2026
Q1 		$400K Hold
2,370
– – 0.25% 66
2025
Q4 		$400K Hold
2,370
– – 0.24% 69
2025
Q3 		$342K Hold
2,370
– – 0.21% 80
2025
Q2 		$300K Buy
+2,370
New +$291K 0.2% 80
2022
Q1 		$562K Buy
+4,316
New +$562K 0.75% 19

Other funds holding IBB

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.97% 1-Year Est. Return

Carter Financial Group's IBB Position: Q3 2026 in Review

Carter Financial Group reduced its iShares Biotechnology ETF (IBB) stake by 2.2% in Q3 2026, selling an estimated $10.6K and leaving 2,370 shares worth $499K. The position accounts for 0.25% of the portfolio, ranked #67.

Carter Financial Group first reported a position in IBB in Q1 2022 and has held it in 7 quarters since. The position peaked at $562K in Q1 2022. 603 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

  • Carter Financial Group held 2,370 shares of iShares Biotechnology ETF worth $499K as of Q3 2026.
  • Carter Financial Group sold 53 iShares Biotechnology ETF shares in Q3 2026, an estimated $10.6K.
  • iShares Biotechnology ETF made up 0.25% of Carter Financial Group's portfolio in Q3 2026, its #67 holding.
  • Carter Financial Group first reported a position in iShares Biotechnology ETF in Q1 2022 and has held it in 7 quarters since.
  • Carter Financial Group's iShares Biotechnology ETF position peaked at $562K in Q1 2022.
  • 603 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.