Angeles Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Angeles Wealth 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	$35K	Hold	207	–	–	﹤0.01%	480
2025 Q4	$34.9K	Buy	207 +183	+763%	+$29.7K	﹤0.01%	427
2025 Q3	$3.46K	Hold	24	–	–	﹤0.01%	405
2025 Q2	$3.04K	Sell	24 -500	-95%	-$61.4K	﹤0.01%	423
2025 Q1	$67K	Hold	524	–	–	0.01%	320
2024 Q4	$69.3K	Buy	524 +500	+2,083%	+$70.3K	0.01%	331
2024 Q3	$3.49K	Hold	24	–	–	﹤0.01%	326
2024 Q2	$3.29K	Buy	+24	New	+$3.2K	﹤0.01%	301

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Angeles Wealth Management's IBB Position: Q1 2026 in Review

Angeles Wealth Management held its iShares Biotechnology ETF (IBB) position steady in Q1 2026 at 207 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Angeles Wealth Management first reported a position in IBB in Q2 2024 and has held it in 8 quarters since. The position peaked at $69.3K in Q4 2024. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

Angeles Wealth Management held 207 shares of iShares Biotechnology ETF worth $35K as of Q1 2026.
Angeles Wealth Management left its iShares Biotechnology ETF share count unchanged in Q1 2026.
iShares Biotechnology ETF made up ﹤0.01% of Angeles Wealth Management's portfolio in Q1 2026, its #480 holding.
Angeles Wealth Management first reported a position in iShares Biotechnology ETF in Q2 2024 and has held it in 8 quarters since.
Angeles Wealth Management's iShares Biotechnology ETF position peaked at $69.3K in Q4 2024.
917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.