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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
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% +$53.5K 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% +$9.56K 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

GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
MCG
McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return

Triangle Securities Wealth Management's IBB Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its iShares Biotechnology ETF (IBB) stake by 0.35% in Q2 2026, selling an estimated $1.72K and leaving 2,868 shares worth $545K. The position accounts for 0.11% of the portfolio, ranked #159.

Triangle Securities Wealth Management first reported a position in IBB in Q2 2013 and has held it in 28 quarters since. The position peaked at $651K in Q4 2021. 178 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Triangle Securities Wealth Management held 2,868 shares of iShares Biotechnology ETF worth $545K as of Q2 2026.
  • Triangle Securities Wealth Management sold 10 iShares Biotechnology ETF shares in Q2 2026, an estimated $1.72K.
  • iShares Biotechnology ETF made up 0.11% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #159 holding.
  • Triangle Securities Wealth Management first reported a position in iShares Biotechnology ETF in Q2 2013 and has held it in 28 quarters since.
  • Triangle Securities Wealth Management's iShares Biotechnology ETF position peaked at $651K in Q4 2021.
  • 178 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.