Grimes & Company
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Grimes & Company’s iShares Biotechnology ETF IBB Stock Holding History

Grimes & Company’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 		$4.29M Buy
20,377
+1,010
+5% +$203K 0.1% 129
2026
Q2 		$3.68M Buy
19,367
+4,386
+29% +$754K 0.08% 150
2026
Q1 		$2.53M Sell
14,981
-2,405
-14% -$411K 0.07% 163
2025
Q4 		$2.93M Sell
17,386
-366
-2% -$59.4K 0.07% 161
2025
Q3 		$2.56M Sell
17,752
-411
-2% -$56.1K 0.06% 164
2025
Q2 		$2.3M Buy
+18,163
New +$2.23M 0.06% 159
2025
Q1 		– Sell
-26,182
Closed -$3.46M – 387
2024
Q4 		$3.46M Buy
+26,182
New +$3.68M 0.1% 116
2022
Q4 		– Sell
-2,080
Closed -$243K – 300
2022
Q3 		$243K Buy
2,080
+2
+0.1% +$248 0.01% 238
2022
Q2 		$244K Hold
2,078
– – 0.01% 239
2022
Q1 		$271K Sell
2,078
-682
-25% -$88.8K 0.01% 248
2021
Q4 		$421K Buy
2,760
+187
+7% +$29K 0.02% 215
2021
Q3 		$416K Buy
2,573
+78
+3% +$13.1K 0.02% 210
2021
Q2 		$408K Buy
2,495
+35
+1% +$5.39K 0.02% 211
2021
Q1 		$370K Sell
2,460
-83
-3% -$13.2K 0.02% 213
2020
Q4 		$385K Buy
+2,543
New +$363K 0.02% 203

Other funds holding IBB

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Grimes & Company's IBB Position: Q3 2026 in Review

Grimes & Company increased its iShares Biotechnology ETF (IBB) stake by 5.2% in Q3 2026, buying an estimated $203K and bringing the position to 20,377 shares worth $4.29M. The position accounts for 0.1% of the portfolio, ranked #129.

Grimes & Company first reported a position in IBB in Q4 2020 and has held it in 15 quarters since. 700 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

  • Grimes & Company held 20,377 shares of iShares Biotechnology ETF worth $4.29M as of Q3 2026.
  • Grimes & Company bought 1,010 iShares Biotechnology ETF shares in Q3 2026, an estimated $203K.
  • iShares Biotechnology ETF made up 0.1% of Grimes & Company's portfolio in Q3 2026, its #129 holding.
  • Grimes & Company first reported a position in iShares Biotechnology ETF in Q4 2020 and has held it in 15 quarters since.
  • 700 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Grimes & Company's 13F filing for Q3 2026, filed 29 Oct 2026.