Trifecta Capital Advisors, LLC
Position in IBB — iShares Biotechnology ETF
CIK 1962615
NORTHBROOK, IL
Position in IBB
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$50,655
+$4,244 QoQ
Shares Held
300
+9.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBB Over Time
Shares Held
Position Value (USD)
All Filings in IBB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,655 | 300 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $46,411 | 275 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $39,701 | 275 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $34,790 | 275 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $35,172 | 275 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $36,357 | 275 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $40,040 | 275 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $37,746 | 275 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $37,735 | 275 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $37,358 | 275 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $33,629 | 275 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $34,914 | 275 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $35,519 | 275 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $36,104 | 275 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||