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Aviso Financial’s iShares Biotechnology ETF IBB Stock Holding History

Aviso 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 		– Sell
-12
Closed -$2.02K – 362
2025
Q4 		$2.02K Hold
12
– – ﹤0.01% 316
2025
Q3 		$1.73K Hold
12
– – ﹤0.01% 327
2025
Q2 		$1.52K Hold
12
– – ﹤0.01% 331
2025
Q1 		$1.53K Hold
12
– – ﹤0.01% 331
2024
Q4 		$1.59K Hold
12
– – ﹤0.01% 334
2024
Q3 		$1.75K Hold
12
– – ﹤0.01% 335
2024
Q2 		$1.65K Buy
+12
New +$1.6K ﹤0.01% 319

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

Aviso Financial's IBB Position: Q1 2026 in Review

Aviso Financial sold out of iShares Biotechnology ETF (IBB) in Q1 2026, closing a stake of 12 shares — an estimated $2.02K sold.

Aviso Financial first reported a position in IBB in Q2 2024 and held it in 7 quarters. The position peaked at $2.02K in Q4 2025. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Aviso Financial reported no remaining iShares Biotechnology ETF position as of Q1 2026 after selling out during the quarter.
  • Aviso Financial sold 12 iShares Biotechnology ETF shares in Q1 2026, an estimated $2.02K.
  • Aviso Financial first reported a position in iShares Biotechnology ETF in Q2 2024 and held it in 7 quarters.
  • Aviso Financial's iShares Biotechnology ETF position peaked at $2.02K in Q4 2025.
  • 917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.