True Wealth Design’s ImmunityBio IBRX Stock Holding History

True Wealth Design’s Portfolio IBRX Stock Details IBRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-20	Closed	-$40	–	2770
2025 Q4	$40	Buy	+20	New	+$45	﹤0.01%	2427
2025 Q3	–	Sell	-20	Closed	-$53	–	2796
2025 Q2	$53	Buy	20 +12	+150%	+$32	﹤0.01%	2367
2025 Q1	$25	Buy	+8	New	+$24	﹤0.01%	2543

Other funds holding IBRX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

True Wealth Design's IBRX Position: Q1 2026 in Review

True Wealth Design sold out of ImmunityBio (IBRX) in Q1 2026, closing a stake of 20 shares — an estimated $40 sold.

True Wealth Design first reported a position in IBRX in Q1 2025 and held it in 3 quarters. The position peaked at $53 in Q2 2025. 386 funds tracked by Wall St. Rank hold IBRX as of Q1 2026.

True Wealth Design reported no remaining ImmunityBio position as of Q1 2026 after selling out during the quarter.
True Wealth Design sold 20 ImmunityBio shares in Q1 2026, an estimated $40.
True Wealth Design first reported a position in ImmunityBio in Q1 2025 and held it in 3 quarters.
True Wealth Design's ImmunityBio position peaked at $53 in Q2 2025.
386 funds tracked by Wall St. Rank held ImmunityBio as of Q1 2026.

Based on True Wealth Design's 13F filing for Q1 2026, filed 13 Apr 2026.