My Personal CFO LLC
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My Personal CFO LLC’s iShares Biotechnology ETF IBB Stock Holding History

My Personal CFO LLC’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 		$682K Hold
3,240
– – 0.24% 55
2026
Q2 		$616K Hold
3,240
– – 0.24% 54
2026
Q1 		$547K Sell
3,240
-900
-22% -$154K 0.24% 56
2025
Q4 		$699K Buy
+4,140
New +$672K 0.29% 53
2025
Q3 		– Sell
-5,140
Closed -$650K – 123
2025
Q2 		$650K Hold
5,140
– – 0.3% 52
2025
Q1 		$657K Hold
5,140
– – 0.33% 52
2024
Q4 		$680K Sell
5,140
-1,500
-23% -$211K 0.35% 51
2024
Q3 		$967K Hold
6,640
– – 0.53% 40
2024
Q2 		$911K Hold
6,640
– – 0.49% 42
2024
Q1 		$911K Sell
6,640
-15
-0.2% -$2.05K 0.53% 43
2023
Q4 		$904K Sell
6,655
-13
-0.2% -$1.59K 0.59% 42
2023
Q3 		$815K Hold
6,668
– – 0.66% 39
2023
Q2 		$847K Buy
6,668
+15
+0.2% +$1.95K 0.66% 39
2023
Q1 		$859K Buy
6,653
+6,647
+110,783% +$870K 0.73% 36
2022
Q4 		$872K Hold
6
– – 0.8% 29
2022
Q3 		$787K Sell
6
-6,634
-100% -$824K 1.2% 22
2022
Q2 		$781K Hold
6,640
– – 1% 26
2022
Q1 		$865K Hold
6,640
– – 0.9% 27
2021
Q4 		$1.01M Buy
+6,640
New +$1.03M 0.88% 27

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

My Personal CFO LLC's IBB Position: Q3 2026 in Review

My Personal CFO LLC held its iShares Biotechnology ETF (IBB) position steady in Q3 2026 at 3,240 shares worth $682K. The position accounts for 0.24% of the portfolio, ranked #55.

My Personal CFO LLC first reported a position in IBB in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.01M in Q4 2021. 695 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

  • My Personal CFO LLC held 3,240 shares of iShares Biotechnology ETF worth $682K as of Q3 2026.
  • My Personal CFO LLC left its iShares Biotechnology ETF share count unchanged in Q3 2026.
  • iShares Biotechnology ETF made up 0.24% of My Personal CFO LLC's portfolio in Q3 2026, its #55 holding.
  • My Personal CFO LLC first reported a position in iShares Biotechnology ETF in Q4 2021 and has held it in 19 quarters since.
  • My Personal CFO LLC's iShares Biotechnology ETF position peaked at $1.01M in Q4 2021.
  • 695 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on My Personal CFO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.