BigSur Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

BigSur Wealth Management’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	$1.1M	Sell	5,800 -2,250	-28%	-$387K	0.27%	93
2026 Q1	$1.36M	Sell	8,050 -200	-2%	-$34.2K	0.38%	73
2025 Q4	$1.39M	Hold	8,250	–	–	0.34%	75
2025 Q3	$1.19M	Hold	8,250	–	–	0.29%	76
2025 Q2	$1.04M	Hold	8,250	–	–	0.26%	81
2025 Q1	$1.06M	Buy	8,250 +2,030	+33%	+$275K	0.29%	84
2024 Q4	$822K	Hold	6,220	–	–	0.24%	90
2024 Q3	$906K	Hold	6,220	–	–	0.25%	85
2024 Q2	$854K	Hold	6,220	–	–	0.26%	87
2024 Q1	$854K	Buy	6,220 +3,970	+176%	+$542K	0.27%	88
2023 Q4	$306K	Hold	2,250	–	–	0.15%	89
2023 Q3	$275K	Hold	2,250	–	–	0.14%	91
2023 Q2	$286K	Hold	2,250	–	–	0.14%	96
2023 Q1	$291K	Hold	2,250	–	–	0.14%	99
2022 Q4	$295K	Hold	2,250	–	–	0.14%	97
2022 Q3	$263K	Hold	2,250	–	–	0.13%	102
2022 Q2	$265K	Hold	2,250	–	–	0.12%	106
2022 Q1	$293K	Sell	2,250 -1,950	-46%	-$254K	0.11%	103
2021 Q4	$641K	Hold	4,200	–	–	0.25%	81
2021 Q3	$679K	Sell	4,200 -2,000	-32%	-$337K	0.31%	75
2021 Q2	$1.01M	Hold	6,200	–	–	0.46%	60
2021 Q1	$933K	Sell	6,200 -9,250	-60%	-$1.47M	0.48%	55
2020 Q4	$2.34M	Hold	15,450	–	–	1.32%	21
2020 Q3	$2.09M	Buy	+15,450	New	+$2.1M	1.33%	20

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 22.9% 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

BigSur Wealth Management's IBB Position: Q2 2026 in Review

BigSur Wealth Management reduced its iShares Biotechnology ETF (IBB) stake by 28% in Q2 2026, selling an estimated $387K and leaving 5,800 shares worth $1.1M. The position accounts for 0.27% of the portfolio, ranked #93.

BigSur Wealth Management first reported a position in IBB in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.34M in Q4 2020. 960 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

BigSur Wealth Management held 5,800 shares of iShares Biotechnology ETF worth $1.1M as of Q2 2026.
BigSur Wealth Management sold 2,250 iShares Biotechnology ETF shares in Q2 2026, an estimated $387K.
iShares Biotechnology ETF made up 0.27% of BigSur Wealth Management's portfolio in Q2 2026, its #93 holding.
BigSur Wealth Management first reported a position in iShares Biotechnology ETF in Q3 2020 and has held it in 24 quarters since.
BigSur Wealth Management's iShares Biotechnology ETF position peaked at $2.34M in Q4 2020.
960 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.