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Bellwether Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Bellwether 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 		$2.18M Sell
11,441
-146
-1% -$25.1K 0.32% 71
2026
Q1 		$1.96M Sell
11,587
-35
-0.3% -$5.99K 0.33% 69
2025
Q4 		$1.96M Sell
11,622
-249
-2% -$40.4K 0.31% 61
2025
Q3 		$1.71M Sell
11,871
-187
-2% -$25.5K 0.28% 73
2025
Q2 		$1.53M Sell
12,058
-98
-0.8% -$12K 0.26% 62
2025
Q1 		$1.55M Hold
12,156
– – 0.32% 52
2024
Q4 		$1.61M Hold
12,156
– – 0.29% 54
2024
Q3 		$1.77M Hold
12,156
– – 0.34% 52
2024
Q2 		$1.67M Sell
12,156
-100
-0.8% -$13.3K 0.35% 59
2024
Q1 		$1.68M Sell
12,256
-53
-0.4% -$7.24K 0.37% 61
2023
Q4 		$1.67M Sell
12,309
-759
-6% -$92.6K 0.41% 50
2023
Q3 		$1.6M Sell
13,068
-200
-2% -$25.4K 0.43% 49
2023
Q2 		$1.68M Sell
13,268
-33
-0.2% -$4.29K 0.5% 37
2023
Q1 		$1.72M Sell
13,301
-211
-2% -$27.6K 0.47% 51
2022
Q4 		$1.77M Sell
13,512
-749
-5% -$96.8K 0.52% 44
2022
Q3 		$1.67M Sell
14,261
-837
-6% -$104K 0.55% 42
2022
Q2 		$1.77M Sell
15,098
-1,789
-11% -$212K 0.57% 39
2022
Q1 		$2.2M Sell
16,887
-173
-1% -$22.5K 0.66% 35
2021
Q4 		$2.6M Sell
17,060
-150
-0.9% -$23.2K 0.81% 26
2021
Q3 		$2.78M Sell
17,210
-314
-2% -$52.8K 0.93% 23
2021
Q2 		$2.87M Sell
17,524
-1,009
-5% -$155K 0.99% 26
2021
Q1 		$2.79M Sell
18,533
-679
-4% -$108K 1.1% 27
2020
Q4 		$2.91M Buy
+19,212
New +$2.75M 1.28% 22

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Bellwether Advisors's IBB Position: Q2 2026 in Review

Bellwether Advisors reduced its iShares Biotechnology ETF (IBB) stake by 1.3% in Q2 2026, selling an estimated $25.1K and leaving 11,441 shares worth $2.18M. The position accounts for 0.32% of the portfolio, ranked #71.

Bellwether Advisors first reported a position in IBB in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.91M in Q4 2020. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Bellwether Advisors held 11,441 shares of iShares Biotechnology ETF worth $2.18M as of Q2 2026.
  • Bellwether Advisors sold 146 iShares Biotechnology ETF shares in Q2 2026, an estimated $25.1K.
  • iShares Biotechnology ETF made up 0.32% of Bellwether Advisors's portfolio in Q2 2026, its #71 holding.
  • Bellwether Advisors first reported a position in iShares Biotechnology ETF in Q4 2020 and has held it in 23 quarters since.
  • Bellwether Advisors's iShares Biotechnology ETF position peaked at $2.91M in Q4 2020.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

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