Shade Tree Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Shade Tree Advisors’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	$716K	Buy	+3,400	New	+$682K	0.38%	25

Other funds holding IBB

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

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Redstone Wealth Management Oklahoma City, Oklahoma $159M AUM 31.94% 1-Year Est. Return

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return

Shade Tree Advisors's IBB Position: Q3 2026 in Review

Shade Tree Advisors opened a new position in iShares Biotechnology ETF (IBB) in Q3 2026: 3,400 shares worth $716K. The stake represents 0.38% of the portfolio and ranks #25 among its holdings.

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

Shade Tree Advisors held 3,400 shares of iShares Biotechnology ETF worth $716K as of Q3 2026.
iShares Biotechnology ETF was a new Shade Tree Advisors position in Q3 2026.
iShares Biotechnology ETF made up 0.38% of Shade Tree Advisors's portfolio in Q3 2026, its #25 holding.
410 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Shade Tree Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.