Tradition Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Tradition Wealth Management’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	$11.6M	Sell	55,129 -7,055	-11%	-$1.42M	0.69%	33
2026 Q2	$11.8M	Buy	62,184 +2,023	+3%	+$348K	0.72%	36
2026 Q1	$10.2M	Buy	60,161 +2,577	+4%	+$441K	0.72%	38
2025 Q4	$9.7M	Buy	57,584 +178	+0.3%	+$28.9K	0.7%	38
2025 Q3	$8.29M	Sell	57,406 -656	-1%	-$89.5K	0.61%	42
2025 Q2	$7.35M	Buy	58,062 +245	+0.4%	+$30.1K	0.59%	44
2025 Q1	$7.39M	Buy	57,817 +1,967	+4%	+$267K	0.65%	42
2024 Q4	$7.38M	Buy	55,850 +3	+0%	+$422	0.65%	42
2024 Q3	$8.13M	Buy	55,847 +1,790	+3%	+$259K	0.72%	40
2024 Q2	$7.42M	Buy	54,057 +2,273	+4%	+$303K	0.72%	39
2024 Q1	$7.11M	Sell	51,784 -1,016	-2%	-$139K	0.72%	36
2023 Q4	$7.17M	Buy	52,800 +3,537	+7%	+$432K	0.75%	36
2023 Q3	$6.02M	Buy	49,263 +1,630	+3%	+$207K	0.72%	36
2023 Q2	$6.05M	Buy	47,633 +1,467	+3%	+$191K	0.71%	35
2023 Q1	$5.96M	Buy	46,166 +2,219	+5%	+$290K	0.74%	38
2022 Q4	$5.77M	Buy	43,947 +684	+2%	+$88.4K	0.81%	33
2022 Q3	$5.06M	Sell	43,263 -2,083	-5%	-$259K	0.76%	38
2022 Q2	$5.33M	Buy	45,346 +2,725	+6%	+$323K	0.77%	37
2022 Q1	$5.55M	Buy	42,621 +6,730	+19%	+$877K	0.71%	40
2021 Q4	$5.48M	Buy	35,891 +6,836	+24%	+$1.06M	0.69%	40
2021 Q3	$4.7M	Buy	29,055 +1,742	+6%	+$293K	0.67%	42
2021 Q2	$4.47M	Buy	27,313 +2,804	+11%	+$432K	0.67%	43
2021 Q1	$3.69M	Buy	24,509 +10,356	+73%	+$1.64M	0.64%	49
2020 Q4	$2.14M	Buy	+14,153	New	+$2.02M	0.42%	61

Other funds holding IBB

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Tradition Wealth Management's IBB Position: Q3 2026 in Review

Tradition Wealth Management reduced its iShares Biotechnology ETF (IBB) stake by 11% in Q3 2026, selling an estimated $1.42M and leaving 55,129 shares worth $11.6M. The position accounts for 0.69% of the portfolio, ranked #33.

Tradition Wealth Management first reported a position in IBB in Q4 2020 and has held it in 24 quarters since. The position peaked at $11.8M in Q2 2026. 907 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

Tradition Wealth Management held 55,129 shares of iShares Biotechnology ETF worth $11.6M as of Q3 2026.
Tradition Wealth Management sold 7,055 iShares Biotechnology ETF shares in Q3 2026, an estimated $1.42M.
iShares Biotechnology ETF made up 0.69% of Tradition Wealth Management's portfolio in Q3 2026, its #33 holding.
Tradition Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2020 and has held it in 24 quarters since.
Tradition Wealth Management's iShares Biotechnology ETF position peaked at $11.8M in Q2 2026.
907 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Tradition Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.