Beaumont Financial Advisors’s iShares Biotechnology ETF IBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.6M | Buy |
8,418
+21
| +0.3% | +$3.61K | 0.1% | 123 |
|
|
2026
Q1 | $1.42M | Buy |
8,397
+90
| +1% | +$15.4K | 0.1% | 133 |
|
|
2025
Q4 | $1.4M | Sell |
8,307
-387
| -4% | -$62.9K | 0.09% | 131 |
|
|
2025
Q3 | $1.26M | Sell |
8,694
-275
| -3% | -$37.5K | 0.08% | 143 |
|
|
2025
Q2 | $1.13M | Sell |
8,969
-407
| -4% | -$50K | 0.08% | 141 |
|
|
2025
Q1 | $1.2M | Sell |
9,376
-55
| -0.6% | -$7.46K | 0.09% | 129 |
|
|
2024
Q4 | $1.25M | Sell |
9,431
-13
| -0.1% | -$1.83K | 0.09% | 130 |
|
|
2024
Q3 | $1.38M | Sell |
9,444
-130
| -1% | -$18.8K | 0.11% | 121 |
|
|
2024
Q2 | $1.31M | Sell |
9,574
-156
| -2% | -$20.8K | 0.11% | 126 |
|
|
2024
Q1 | $1.34M | Sell |
9,730
-46
| -0.5% | -$6.28K | 0.11% | 122 |
|
|
2023
Q4 | $1.33M | Sell |
9,776
-743
| -7% | -$90.7K | 0.12% | 121 |
|
|
2023
Q3 | $1.29M | Sell |
10,519
-25
| -0.2% | -$3.18K | 0.13% | 108 |
|
|
2023
Q2 | $1.34M | Sell |
10,544
-251
| -2% | -$32.6K | 0.12% | 113 |
|
|
2023
Q1 | $1.39M | Buy |
10,795
+520
| +5% | +$68.1K | 0.14% | 100 |
|
|
2022
Q4 | $1.35M | Sell |
10,275
-279
| -3% | -$36.1K | 0.14% | 104 |
|
|
2022
Q3 | $1.23M | Sell |
10,554
-48
| -0.5% | -$5.96K | 0.12% | 104 |
|
|
2022
Q2 | $1.25M | Sell |
10,602
-3,329
| -24% | -$395K | 0.11% | 109 |
|
|
2022
Q1 | $1.81M | Sell |
13,931
-117
| -0.8% | -$15.2K | 0.14% | 117 |
|
|
2021
Q4 | $2.14M | Sell |
14,048
-397
| -3% | -$61.5K | 0.16% | 96 |
|
|
2021
Q3 | $2.33M | Sell |
14,445
-546
| -4% | -$91.9K | 0.18% | 91 |
|
|
2021
Q2 | $2.45M | Sell |
14,991
-231
| -2% | -$35.6K | 0.19% | 83 |
|
|
2021
Q1 | $2.29M | Sell |
15,222
-403
| -3% | -$64K | 0.19% | 90 |
|
|
2020
Q4 | $2.37M | Buy |
15,625
+852
| +6% | +$122K | 0.21% | 87 |
|
|
2020
Q3 | $2M | Buy |
14,773
+4,893
| +50% | +$664K | 0.19% | 93 |
|
|
2020
Q2 | $1.35M | Buy |
9,880
+169
| +2% | +$21.5K | 0.14% | 114 |
|
|
2020
Q1 | $1.05M | Sell |
9,711
-1,587
| -14% | -$183K | 0.13% | 102 |
|
|
2019
Q4 | $1.36M | Buy |
11,298
+323
| +3% | +$36K | 0.13% | 109 |
|
|
2019
Q3 | $1.09M | Sell |
10,975
-52
| -0.5% | -$5.44K | 0.11% | 115 |
|
|
2019
Q2 | $1.2M | Sell |
11,027
-5,940
| -35% | -$632K | 0.12% | 108 |
|
|
2019
Q1 | $1.9M | Buy |
16,967
+380
| +2% | +$41.7K | 0.2% | 82 |
|
|
2018
Q4 | $1.6M | Sell |
16,587
-6,565
| -28% | -$697K | 0.26% | 63 |
|
|
2018
Q3 | $2.82M | Sell |
23,152
-305
| -1% | -$35.9K | 0.28% | 73 |
|
|
2018
Q2 | $2.58M | Sell |
23,457
-334
| -1% | -$35.7K | 0.27% | 66 |
|
|
2018
Q1 | $2.54M | Buy |
23,791
+4,723
| +25% | +$524K | 0.28% | 71 |
|
|
2017
Q4 | $2.04M | Sell |
19,068
-909
| -5% | -$97.2K | 0.24% | 84 |
|
|
2017
Q3 | $2.22M | Sell |
19,977
-549
| -3% | -$58.7K | 0.28% | 78 |
|
|
2017
Q2 | $2.12M | Buy |
20,526
+702
| +4% | +$69.1K | 0.28% | 80 |
|
|
2017
Q1 | $1.94M | Buy |
19,824
+168
| +0.9% | +$16.1K | 0.27% | 82 |
|
|
2016
Q4 | $1.74M | Sell |
19,656
-3,582
| -15% | -$326K | 0.26% | 77 |
|
|
2016
Q3 | $2.24M | Sell |
23,238
-4,047
| -15% | -$385K | 0.35% | 82 |
|
|
2016
Q2 | $2.34M | Buy |
27,285
+20,598
| +308% | +$1.85M | 0.38% | 73 |
|
|
2016
Q1 | $765K | Sell |
6,687
-33,042
| -83% | -$2.95M | 0.12% | 85 |
|
|
2015
Q4 | $4.48M | Sell |
39,729
-32,217
| -45% | -$3.5M | 0.74% | 47 |
|
|
2015
Q3 | $8.3M | Hold |
71,946
| – | – | 1.2% | 35 |
|
|
2015
Q2 | $8.3M | Sell |
71,946
-1,281,621
| -95% | -$153M | 1.2% | 35 |
|
|
2015
Q1 | $155M | Buy |
1,353,567
+507,015
| +60% | +$55.9M | 5.4% | 1 |
|
|
2014
Q4 | $85.6M | Buy |
846,552
+660,555
| +355% | +$64.2M | 4.12% | 3 |
|
|
2014
Q3 | $17M | Buy |
185,997
+64,080
| +53% | +$5.62M | 1.11% | 36 |
|
|
2014
Q2 | $10.4M | Buy |
+121,917
| New | +$9.61M | 0.74% | 57 |
|
|
2014
Q1 | – | Sell |
-2,925
| Closed | -$221K | – | 143 |
|
|
2013
Q4 | $221K | Sell |
2,925
-150
| -5% | -$10.6K | 0.02% | 136 |
|
|
2013
Q3 | $215K | Buy |
+3,075
| New | +$201K | 0.02% | 138 |
|
Other funds holding IBB
CB
Beaumont Financial Advisors's IBB Position: Q2 2026 in Review
Beaumont Financial Advisors increased its iShares Biotechnology ETF (IBB) stake by 0.25% in Q2 2026, buying an estimated $3.61K and bringing the position to 8,418 shares worth $1.6M. The position accounts for 0.1% of the portfolio, ranked #123.
Beaumont Financial Advisors first reported a position in IBB in Q3 2013 and has held it in 51 quarters since. The position peaked at $155M in Q1 2015. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.
- Beaumont Financial Advisors held 8,418 shares of iShares Biotechnology ETF worth $1.6M as of Q2 2026.
- Beaumont Financial Advisors bought 21 iShares Biotechnology ETF shares in Q2 2026, an estimated $3.61K.
- iShares Biotechnology ETF made up 0.1% of Beaumont Financial Advisors's portfolio in Q2 2026, its #123 holding.
- Beaumont Financial Advisors first reported a position in iShares Biotechnology ETF in Q3 2013 and has held it in 51 quarters since.
- Beaumont Financial Advisors's iShares Biotechnology ETF position peaked at $155M in Q1 2015.
- 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.
Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.