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Whittier Trust’s ProShares Ultra NASDAQ Biotechnology BIB Stock Holding History

Whittier Trust’s Portfolio BIB Stock Details BIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-15
Closed -$1.22K – 1359
2026
Q1 		$1.22K Sell
15
-60
-80% -$4.97K ﹤0.01% 1296
2025
Q4 		$6.1K Hold
75
– – ﹤0.01% 1207
2025
Q3 		$4.83K Hold
75
– – ﹤0.01% 1233
2025
Q2 		$3.44K Hold
75
– – ﹤0.01% 1378
2025
Q1 		$3.61K Hold
75
– – ﹤0.01% 1359
2024
Q4 		$3.8K Buy
75
+60
+400% +$3.56K ﹤0.01% 1404
2024
Q3 		$956 Buy
+15
New +$969 ﹤0.01% 1495

Other funds holding BIB

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $308M AUM 41.73% 1-Year Est. Return
PWM
Palumbo Wealth Management Great Neck, New York $478M AUM 50.95% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
CIC
Chase Investment Counsel Charlottesville, Virginia $474M AUM 95.11% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Whittier Trust's BIB Position: Q2 2026 in Review

Whittier Trust sold out of ProShares Ultra NASDAQ Biotechnology (BIB) in Q2 2026, closing a stake of 15 shares — an estimated $1.22K sold.

Whittier Trust first reported a position in BIB in Q3 2024 and held it in 7 quarters. The position peaked at $6.1K in Q4 2025. 20 funds tracked by Wall St. Rank hold BIB as of Q2 2026.

  • Whittier Trust reported no remaining ProShares Ultra NASDAQ Biotechnology position as of Q2 2026 after selling out during the quarter.
  • Whittier Trust sold 15 ProShares Ultra NASDAQ Biotechnology shares in Q2 2026, an estimated $1.22K.
  • Whittier Trust first reported a position in ProShares Ultra NASDAQ Biotechnology in Q3 2024 and held it in 7 quarters.
  • Whittier Trust's ProShares Ultra NASDAQ Biotechnology position peaked at $6.1K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held ProShares Ultra NASDAQ Biotechnology as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.