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 Q2	–	Sell	-1,500	Closed	-$253K	–	50
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 $1.55T 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

AtlasMark Financial's IBB Position: Q2 2026 in Review

AtlasMark Financial sold out of iShares Biotechnology ETF (IBB) in Q2 2026, closing a stake of 1,500 shares — an estimated $253K sold.

AtlasMark Financial first reported a position in IBB in Q2 2020 and held it in 11 quarters. The position peaked at $253K in Q1 2026. 956 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

AtlasMark Financial reported no remaining iShares Biotechnology ETF position as of Q2 2026 after selling out during the quarter.
AtlasMark Financial sold 1,500 iShares Biotechnology ETF shares in Q2 2026, an estimated $253K.
AtlasMark Financial first reported a position in iShares Biotechnology ETF in Q2 2020 and held it in 11 quarters.
AtlasMark Financial's iShares Biotechnology ETF position peaked at $253K in Q1 2026.
956 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on AtlasMark Financial's 13F filing for Q2 2026, filed 17 Aug 2026.