Triangle Securities Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Triangle Securities 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	$602K	Sell	2,858 -10	-0.3%	-$2.01K	0.12%	148
2026 Q2	$545K	Sell	2,868 -10	-0.3%	-$1.72K	0.11%	159
2026 Q1	$486K	Hold	2,878	–	–	0.11%	159
2025 Q4	$486K	Sell	2,878 -158	-5%	-$25.7K	0.1%	161
2025 Q3	$438K	Sell	3,036 -110	-3%	-$15K	0.1%	163
2025 Q2	$398K	Buy	3,146 +50	+2%	+$6.14K	0.1%	166
2025 Q1	$396K	Sell	3,096 -100	-3%	-$13.6K	0.1%	164
2024 Q4	$423K	Sell	3,196 -148	-4%	-$20.8K	0.11%	156
2024 Q3	$487K	Buy	3,344 +200	+6%	+$28.9K	0.13%	153
2024 Q2	$432K	Hold	3,144	–	–	0.12%	155
2024 Q1	$431K	Hold	3,144	–	–	0.12%	155
2023 Q4	$427K	Sell	3,144 -135	-4%	-$16.5K	0.13%	150
2023 Q3	$401K	Sell	3,279 -3	-0.1%	-$382	0.14%	142
2023 Q2	$417K	Hold	3,282	–	–	0.14%	146
2023 Q1	$424K	Sell	3,282 -120	-4%	-$15.7K	0.15%	144
2022 Q4	$447K	Hold	3,402	–	–	0.16%	144
2022 Q3	$398K	Sell	3,402 -135	-4%	-$16.8K	0.16%	140
2022 Q2	$416K	Buy	3,537 +894	+34%	+$106K	0.16%	139
2022 Q1	$344K	Sell	2,643 -1,622	-38%	-$211K	0.12%	153
2021 Q4	$651K	Buy	4,265 +876	+26%	+$136K	0.2%	125
2021 Q3	$548K	Hold	3,389	–	–	0.19%	126
2021 Q2	$555K	Buy	3,389 +347	+11%	+$53.4K	0.19%	124
2021 Q1	$458K	Buy	3,042 +500	+20%	+$79.4K	0.17%	133
2020 Q4	$385K	Buy	2,542 +625	+33%	+$89.3K	0.15%	137
2020 Q3	$260K	Sell	1,917 -150	-7%	-$20.3K	0.12%	148
2020 Q2	$283K	Buy	2,067 +75	+4%	+$9.6K	0.14%	137
2020 Q1	$215K	Buy	1,992 +333	+20%	+$38.3K	0.12%	142
2019 Q4	$200K	Buy	+1,659	New	+$185K	0.09%	162
2013 Q3	–	Sell	-525	Closed	-$30K	–	241
2013 Q2	$30K	Buy	+525	New	+$30.3K	0.02%	327

Other funds holding IBB

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

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

RWM

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

DRP

Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Triangle Securities Wealth Management's IBB Position: Q3 2026 in Review

Triangle Securities Wealth Management reduced its iShares Biotechnology ETF (IBB) stake by 0.35% in Q3 2026, selling an estimated $2.01K and leaving 2,858 shares worth $602K. The position accounts for 0.12% of the portfolio, ranked #148.

Triangle Securities Wealth Management first reported a position in IBB in Q2 2013 and has held it in 29 quarters since. The position peaked at $651K in Q4 2021. 213 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

Triangle Securities Wealth Management held 2,858 shares of iShares Biotechnology ETF worth $602K as of Q3 2026.
Triangle Securities Wealth Management sold 10 iShares Biotechnology ETF shares in Q3 2026, an estimated $2.01K.
iShares Biotechnology ETF made up 0.12% of Triangle Securities Wealth Management's portfolio in Q3 2026, its #148 holding.
Triangle Securities Wealth Management first reported a position in iShares Biotechnology ETF in Q2 2013 and has held it in 29 quarters since.
Triangle Securities Wealth Management's iShares Biotechnology ETF position peaked at $651K in Q4 2021.
213 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.