True Wealth Design
IONS icon

True Wealth Design’s Ionis Pharmaceuticals IONS Stock Holding History

True Wealth Design’s Portfolio IONS Stock Details IONS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$313 Hold
7
– – ﹤0.01% 2259
2026
Q2 		$556 Hold
7
– – ﹤0.01% 2172
2026
Q1 		$526 Hold
7
– – ﹤0.01% 2030
2025
Q4 		$554 Hold
7
– – ﹤0.01% 1920
2025
Q3 		$458 Hold
7
– – ﹤0.01% 2038
2025
Q2 		$277 Sell
7
-6
-46% -$196 ﹤0.01% 1973
2025
Q1 		$393 Buy
+13
New +$426 ﹤0.01% 1652

Other funds holding IONS

Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Nicollet Investment Management
Nicollet Investment Management Minneapolis, Minnesota $336M AUM 22.24% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

True Wealth Design's IONS Position: Q3 2026 in Review

True Wealth Design held its Ionis Pharmaceuticals (IONS) position steady in Q3 2026 at 7 shares worth $313. The position accounts for ﹤0.01% of the portfolio, ranked #2259.

True Wealth Design first reported a position in IONS in Q1 2025 and has held it in 7 quarters since. The position peaked at $556 in Q2 2026. 60 funds tracked by Wall St. Rank hold IONS as of Q3 2026.

  • True Wealth Design held 7 shares of Ionis Pharmaceuticals worth $313 as of Q3 2026.
  • True Wealth Design left its Ionis Pharmaceuticals share count unchanged in Q3 2026.
  • Ionis Pharmaceuticals made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2259 holding.
  • True Wealth Design first reported a position in Ionis Pharmaceuticals in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Ionis Pharmaceuticals position peaked at $556 in Q2 2026.
  • 60 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.