Diversified Trust’s iShares Biotechnology ETF IBB Stock Holding History

Diversified Trust’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	$672K	Buy	+3,193	New	+$641K	0.01%	589

Other funds holding IBB

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Diversified Trust's IBB Position: Q3 2026 in Review

Diversified Trust opened a new position in iShares Biotechnology ETF (IBB) in Q3 2026: 3,193 shares worth $672K. The stake represents 0.01% of the portfolio and ranks #589 among its holdings.

673 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

Diversified Trust held 3,193 shares of iShares Biotechnology ETF worth $672K as of Q3 2026.
iShares Biotechnology ETF was a new Diversified Trust position in Q3 2026.
iShares Biotechnology ETF made up 0.01% of Diversified Trust's portfolio in Q3 2026, its #589 holding.
673 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Diversified Trust's 13F filing for Q3 2026, filed 6 Nov 2026.