Trifecta Capital Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Trifecta Capital 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	$63.2K	Hold	300	–	–	0.01%	173
2026 Q2	$57.1K	Hold	300	–	–	0.01%	185
2026 Q1	$50.7K	Buy	300 +25	+9%	+$4.28K	0.01%	178
2025 Q4	$46.4K	Hold	275	–	–	0.01%	169
2025 Q3	$39.7K	Hold	275	–	–	0.01%	179
2025 Q2	$34.8K	Hold	275	–	–	0.01%	188
2025 Q1	$35.2K	Hold	275	–	–	0.01%	161
2024 Q4	$36.4K	Hold	275	–	–	0.01%	158
2024 Q3	$40K	Hold	275	–	–	0.01%	155
2024 Q2	$37.7K	Hold	275	–	–	0.01%	158
2024 Q1	$37.7K	Hold	275	–	–	0.01%	150
2023 Q4	$37.4K	Hold	275	–	–	0.01%	147
2023 Q3	$33.6K	Hold	275	–	–	0.01%	155
2023 Q2	$34.9K	Hold	275	–	–	0.01%	159
2023 Q1	$35.5K	Hold	275	–	–	0.01%	158
2022 Q4	$36.1K	Buy	+275	New	+$35.5K	0.01%	141

Other funds holding IBB

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

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

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

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

Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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 18.97% 1-Year Est. Return

Trifecta Capital Advisors's IBB Position: Q3 2026 in Review

Trifecta Capital Advisors held its iShares Biotechnology ETF (IBB) position steady in Q3 2026 at 300 shares worth $63.2K. The position accounts for 0.01% of the portfolio, ranked #173.

Trifecta Capital Advisors first reported a position in IBB in Q4 2022 and has held it in 16 quarters since. 603 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

Trifecta Capital Advisors held 300 shares of iShares Biotechnology ETF worth $63.2K as of Q3 2026.
Trifecta Capital Advisors left its iShares Biotechnology ETF share count unchanged in Q3 2026.
iShares Biotechnology ETF made up 0.01% of Trifecta Capital Advisors's portfolio in Q3 2026, its #173 holding.
Trifecta Capital Advisors first reported a position in iShares Biotechnology ETF in Q4 2022 and has held it in 16 quarters since.
603 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.