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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Trifecta Capital Advisors's IBB Position: Q1 2026 in Review

Trifecta Capital Advisors increased its iShares Biotechnology ETF (IBB) stake by 9.1% in Q1 2026, buying an estimated $4.28K and bringing the position to 300 shares worth $50.7K. The position accounts for 0.01% of the portfolio, ranked #178.

Trifecta Capital Advisors first reported a position in IBB in Q4 2022 and has held it in 14 quarters since. 919 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

Trifecta Capital Advisors held 300 shares of iShares Biotechnology ETF worth $50.7K as of Q1 2026.
Trifecta Capital Advisors bought 25 iShares Biotechnology ETF shares in Q1 2026, an estimated $4.28K.
iShares Biotechnology ETF made up 0.01% of Trifecta Capital Advisors's portfolio in Q1 2026, its #178 holding.
Trifecta Capital Advisors first reported a position in iShares Biotechnology ETF in Q4 2022 and has held it in 14 quarters since.
919 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.