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

KFS

Kaizen Financial Strategies Campbell, California $308M AUM 41.73% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

AIM

Axiom Investment Management New York $150M AUM

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. 5 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.
5 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.