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Twin Peaks Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Twin Peaks Wealth 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 		$19.8K Buy
+117
New +$20K 0.01% 725
2025
Q3 		– Sell
-117
Closed -$15.7K – 1066
2025
Q2 		$15.7K Buy
+117
New +$14.4K 0.01% 704

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Twin Peaks Wealth Advisors's IBB Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in iShares Biotechnology ETF (IBB) in Q1 2026: 117 shares worth $19.8K. The stake represents 0.01% of the portfolio and ranks #725 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in IBB as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in IBB in Q2 2025 and has held it in 2 quarters since. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Twin Peaks Wealth Advisors held 117 shares of iShares Biotechnology ETF worth $19.8K as of Q1 2026.
  • iShares Biotechnology ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • iShares Biotechnology ETF made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #725 holding.
  • Twin Peaks Wealth Advisors first reported a position in iShares Biotechnology ETF in Q2 2025 and has held it in 2 quarters since.
  • 917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.