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Anchor Investment Management’s iShares Biotechnology ETF IBB Stock Holding History

Anchor Investment Management’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 		$298K Sell
1,764
-53
-3% -$9.06K 0.02% 319
2025
Q4 		$307K Sell
1,817
-532
-23% -$86.4K 0.02% 318
2025
Q3 		$339K Sell
2,349
-261
-10% -$35.6K 0.03% 303
2025
Q2 		$330K Sell
2,610
-472
-15% -$57.9K 0.03% 303
2025
Q1 		$394K Sell
3,082
-196
-6% -$26.6K 0.04% 279
2024
Q4 		$433K Sell
3,278
-196
-6% -$27.6K 0.04% 268
2024
Q3 		$506K Sell
3,474
-204
-6% -$29.5K 0.05% 257
2024
Q2 		$505K Sell
3,678
-1,121
-23% -$150K 0.05% 235
2024
Q1 		$659K Sell
4,799
-111
-2% -$15.2K 0.07% 213
2023
Q4 		$667K Buy
4,910
+51
+1% +$6.22K 0.08% 207
2023
Q3 		$594K Sell
4,859
-119
-2% -$15.1K 0.08% 207
2023
Q2 		$632K Sell
4,978
-9
-0.2% -$1.17K 0.08% 205
2023
Q1 		$644K Sell
4,987
-301
-6% -$39.4K 0.09% 200
2022
Q4 		$694K Buy
5,288
+69
+1% +$8.92K 0.1% 190
2022
Q3 		$610K Buy
5,219
+11
+0.2% +$1.37K 0.09% 192
2022
Q2 		$613K Buy
5,208
+368
+8% +$43.7K 0.09% 199
2022
Q1 		$631K Buy
4,840
+686
+17% +$89.4K 0.08% 217
2021
Q4 		$634K Buy
4,154
+460
+12% +$71.2K 0.08% 212
2021
Q3 		$597K Buy
3,694
+770
+26% +$130K 0.08% 213
2021
Q2 		$479K Buy
2,924
+2,104
+257% +$324K 0.07% 237
2021
Q1 		$123K Buy
820
+400
+95% +$63.5K 0.02% 413
2020
Q4 		$63.6K Buy
420
+100
+31% +$14.3K 0.01% 435
2020
Q3 		$43.3K Hold
320
– – 0.01% 458
2020
Q2 		$43.7K Buy
320
+50
+19% +$6.37K 0.01% 451
2020
Q1 		$29.1K Hold
270
– – 0.01% 499
2019
Q4 		$32.5K Hold
270
– – 0.01% 517
2019
Q3 		$26.9K Hold
270
– – 0.01% 530
2019
Q2 		$29.5K Hold
270
– – 0.01% 519
2019
Q1 		$30.2K Hold
270
– – 0.01% 513
2018
Q4 		$26K Buy
270
+220
+440% +$23.4K 0.01% 517
2018
Q3 		$6.1K Hold
50
– – ﹤0.01% 709
2018
Q2 		$5.49K Buy
+50
New +$5.35K ﹤0.01% 727

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

Anchor Investment Management's IBB Position: Q1 2026 in Review

Anchor Investment Management reduced its iShares Biotechnology ETF (IBB) stake by 2.9% in Q1 2026, selling an estimated $9.06K and leaving 1,764 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #319.

Anchor Investment Management first reported a position in IBB in Q2 2018 and has held it in 32 quarters since. The position peaked at $694K in Q4 2022. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Anchor Investment Management held 1,764 shares of iShares Biotechnology ETF worth $298K as of Q1 2026.
  • Anchor Investment Management sold 53 iShares Biotechnology ETF shares in Q1 2026, an estimated $9.06K.
  • iShares Biotechnology ETF made up 0.02% of Anchor Investment Management's portfolio in Q1 2026, its #319 holding.
  • Anchor Investment Management first reported a position in iShares Biotechnology ETF in Q2 2018 and has held it in 32 quarters since.
  • Anchor Investment Management's iShares Biotechnology ETF position peaked at $694K in Q4 2022.
  • 917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.