TFC Financial Management’s Ionis Pharmaceuticals IONS Stock Holding History

TFC Financial Management’s Portfolio IONS Stock Details IONS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.58K	Hold	21	–	–	﹤0.01%	563
2025 Q4	$1.66K	Hold	21	–	–	﹤0.01%	548
2025 Q3	$1.37K	Hold	21	–	–	﹤0.01%	592
2025 Q2	$830	Hold	21	–	–	﹤0.01%	601
2025 Q1	$634	Hold	21	–	–	﹤0.01%	610
2024 Q4	$735	Hold	21	–	–	﹤0.01%	598
2024 Q3	$842	Hold	21	–	–	﹤0.01%	605
2024 Q2	$1K	Buy	+21	New	+$861	﹤0.01%	559
2021 Q2	–	Sell	-102	Closed	-$5K	–	592
2021 Q1	$5K	Hold	102	–	–	﹤0.01%	363
2020 Q4	$6K	Hold	102	–	–	﹤0.01%	344
2020 Q3	$5K	Buy	+102	New	+$5.67K	﹤0.01%	336

Other funds holding IONS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TFC Financial Management's IONS Position: Q1 2026 in Review

TFC Financial Management held its Ionis Pharmaceuticals (IONS) position steady in Q1 2026 at 21 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

TFC Financial Management first reported a position in IONS in Q3 2020 and has held it in 11 quarters since. The position peaked at $6K in Q4 2020. 493 funds tracked by Wall St. Rank hold IONS as of Q1 2026.

TFC Financial Management held 21 shares of Ionis Pharmaceuticals worth $1.58K as of Q1 2026.
TFC Financial Management left its Ionis Pharmaceuticals share count unchanged in Q1 2026.
Ionis Pharmaceuticals made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #563 holding.
TFC Financial Management first reported a position in Ionis Pharmaceuticals in Q3 2020 and has held it in 11 quarters since.
TFC Financial Management's Ionis Pharmaceuticals position peaked at $6K in Q4 2020.
493 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.