Apriem Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Apriem Advisors’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 Q2	$294K	Hold	1,545	–	–	0.03%	157
2026 Q1	$261K	Hold	1,545	–	–	0.02%	158
2025 Q4	$261K	Hold	1,545	–	–	0.02%	163
2025 Q3	$223K	Buy	+1,545	New	+$211K	0.02%	176
2025 Q2	–	Sell	-1,605	Closed	-$205K	–	191
2025 Q1	$205K	Hold	1,605	–	–	0.02%	176
2024 Q4	$212K	Sell	1,605 -20	-1%	-$2.81K	0.02%	176
2024 Q3	$237K	Sell	1,625 -18	-1%	-$2.6K	0.03%	159
2024 Q2	$226K	Buy	1,643 +8	+0.5%	+$1.07K	0.03%	159
2024 Q1	$224K	Sell	1,635 -3,000	-65%	-$410K	0.03%	159
2023 Q4	$630K	Hold	4,635	–	–	0.08%	85
2023 Q3	$567K	Sell	4,635 -150	-3%	-$19.1K	0.08%	87
2023 Q2	$608K	Hold	4,785	–	–	0.09%	85
2023 Q1	$618K	Sell	4,785 -300	-6%	-$39.3K	0.1%	79
2022 Q4	$668K	Hold	5,085	–	–	0.12%	79
2022 Q3	$595K	Hold	5,085	–	–	0.11%	84
2022 Q2	$598K	Sell	5,085 -300	-6%	-$35.6K	0.1%	81
2022 Q1	$702K	Hold	5,385	–	–	0.1%	78
2021 Q4	$822K	Hold	5,385	–	–	0.12%	73
2021 Q3	$871K	Hold	5,385	–	–	0.12%	68
2021 Q2	$881K	Sell	5,385 -666	-11%	-$103K	0.13%	70
2021 Q1	$911K	Buy	6,051 +3,246	+116%	+$516K	0.14%	68
2020 Q4	$425K	Sell	2,805 -2,500	-47%	-$357K	0.08%	81
2020 Q3	$718K	Sell	5,305 -1,510	-22%	-$205K	0.13%	63
2020 Q2	$932K	Buy	6,815 +1,050	+18%	+$134K	0.19%	55
2020 Q1	$621K	Sell	5,765 -1,200	-17%	-$138K	0.15%	62
2019 Q4	$839K	Buy	6,965 +950	+16%	+$106K	0.16%	55
2019 Q3	$598K	Buy	6,015 +30	+0.5%	+$3.14K	0.13%	68
2019 Q2	$653K	Buy	5,985 +50	+0.8%	+$5.32K	0.2%	69
2019 Q1	$664K	Sell	5,935 -45	-0.8%	-$4.94K	0.18%	64
2018 Q4	$577K	Buy	5,980 +85	+1%	+$9.02K	0.2%	68
2018 Q3	$719K	Sell	5,895 -210	-3%	-$24.7K	0.16%	67
2018 Q2	$670K	Buy	6,105 +2,550	+72%	+$273K	0.15%	64
2018 Q1	$379K	Sell	3,555 -540	-13%	-$59.9K	0.09%	83
2017 Q4	$437K	Buy	4,095 +15	+0.4%	+$1.6K	0.11%	74
2017 Q3	$454K	Buy	4,080 +660	+19%	+$70.5K	0.11%	79
2017 Q2	$353K	Buy	3,420 +90	+3%	+$8.86K	0.09%	86
2017 Q1	$326K	Buy	3,330 +600	+22%	+$57.4K	0.09%	89
2016 Q4	$241K	Buy	2,730 +1,635	+149%	+$149K	0.07%	108
2016 Q3	$106K	Sell	1,095 -645	-37%	-$61.4K	0.03%	160
2016 Q2	$149K	Buy	+1,740	New	+$156K	0.05%	132
2014 Q2	–	Sell	-630	Closed	-$50K	–	488
2014 Q1	$50K	Buy	630 +480	+320%	+$40K	0.02%	214
2013 Q4	$11K	Buy	+150	New	+$10.6K	﹤0.01%	347

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Apriem Advisors's IBB Position: Q2 2026 in Review

Apriem Advisors held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 1,545 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #157.

Apriem Advisors first reported a position in IBB in Q4 2013 and has held it in 42 quarters since. The position peaked at $932K in Q2 2020. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Apriem Advisors held 1,545 shares of iShares Biotechnology ETF worth $294K as of Q2 2026.
Apriem Advisors left its iShares Biotechnology ETF share count unchanged in Q2 2026.
iShares Biotechnology ETF made up 0.03% of Apriem Advisors's portfolio in Q2 2026, its #157 holding.
Apriem Advisors first reported a position in iShares Biotechnology ETF in Q4 2013 and has held it in 42 quarters since.
Apriem Advisors's iShares Biotechnology ETF position peaked at $932K in Q2 2020.
954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Apriem Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.