AtlasMark Financial’s iShares Biotechnology ETF IBB Stock Holding History

AtlasMark Financial’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	$253K	Hold	1,500	–	–	0.16%	40
2025 Q4	$253K	Hold	1,500	–	–	0.16%	40
2025 Q3	$217K	Buy	+1,500	New	+$205K	0.14%	43
2024 Q4	–	Sell	-1,500	Closed	-$218K	–	40
2024 Q3	$218K	Buy	+1,500	New	+$217K	0.2%	37
2022 Q1	–	Sell	-1,500	Closed	-$229K	–	41
2021 Q4	$229K	Hold	1,500	–	–	0.28%	41
2021 Q3	$243K	Hold	1,500	–	–	0.32%	38
2021 Q2	$245K	Hold	1,500	–	–	0.32%	38
2021 Q1	$226K	Hold	1,500	–	–	0.32%	38
2020 Q4	$227K	Hold	1,500	–	–	0.34%	37
2020 Q3	$203K	Hold	1,500	–	–	0.35%	37
2020 Q2	$205K	Buy	+1,500	New	+$191K	0.4%	36

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

AtlasMark Financial's IBB Position: Q1 2026 in Review

AtlasMark Financial held its iShares Biotechnology ETF (IBB) position steady in Q1 2026 at 1,500 shares worth $253K. The position accounts for 0.16% of the portfolio, ranked #40.

AtlasMark Financial first reported a position in IBB in Q2 2020 and has held it in 11 quarters since. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

AtlasMark Financial held 1,500 shares of iShares Biotechnology ETF worth $253K as of Q1 2026.
AtlasMark Financial left its iShares Biotechnology ETF share count unchanged in Q1 2026.
iShares Biotechnology ETF made up 0.16% of AtlasMark Financial's portfolio in Q1 2026, its #40 holding.
AtlasMark Financial first reported a position in iShares Biotechnology ETF in Q2 2020 and has held it in 11 quarters since.
917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on AtlasMark Financial's 13F filing for Q1 2026, filed 22 Apr 2026.