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Biltmore Family Office’s iShares Biotechnology ETF IBB Stock Holding History

Biltmore Family Office’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 		$1.47M Hold
8,704
– – 0.21% 79
2025
Q4 		$1.47M Sell
8,704
-124
-1% -$20.1K 0.2% 80
2025
Q3 		$1.27M Hold
8,828
– – 0.18% 84
2025
Q2 		$1.12M Hold
8,828
– – 0.19% 81
2025
Q1 		$1.13M Hold
8,828
– – 0.19% 81
2024
Q4 		$1.17M Sell
8,828
-212
-2% -$29.8K 0.2% 78
2024
Q3 		$1.32M Sell
9,040
-125
-1% -$18.1K 0.23% 77
2024
Q2 		$1.26M Hold
9,165
– – 0.23% 70
2024
Q1 		$1.26M Sell
9,165
-867
-9% -$118K 0.25% 69
2023
Q4 		$1.36M Buy
10,032
+9,507
+1,811% +$1.16M 0.28% 61
2023
Q3 		$64.3K Hold
525
– – 0.01% 196
2023
Q2 		$66.7K Hold
525
– – 0.01% 191
2023
Q1 		$67.8K Hold
525
– – 0.01% 232
2022
Q4 		$68.9K Hold
525
– – 0.01% 221
2022
Q3 		$61K Hold
525
– – 0.01% 176
2022
Q2 		$62K Hold
525
– – 0.02% 176
2022
Q1 		$68K Hold
525
– – 0.01% 184
2021
Q4 		$80K Hold
525
– – 0.02% 199
2021
Q3 		$85K Hold
525
– – 0.02% 177
2021
Q2 		$86K Hold
525
– – 0.02% 163
2021
Q1 		$79K Hold
525
– – 0.02% 156
2020
Q4 		$80K Hold
525
– – 0.02% 157
2020
Q3 		$71K Hold
525
– – 0.04% 140
2020
Q2 		$72K Hold
525
– – 0.04% 150
2020
Q1 		$57K Sell
525
-150
-22% -$17.3K 0.04% 145
2019
Q4 		$81K Sell
675
-750
-53% -$83.7K 0.03% 172
2019
Q3 		$142K Hold
1,425
– – 0.06% 147
2019
Q2 		$155K Buy
+1,425
New +$152K 0.08% 135

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

Biltmore Family Office's IBB Position: Q1 2026 in Review

Biltmore Family Office held its iShares Biotechnology ETF (IBB) position steady in Q1 2026 at 8,704 shares worth $1.47M. The position accounts for 0.21% of the portfolio, ranked #79.

Biltmore Family Office first reported a position in IBB in Q2 2019 and has held it in 28 quarters since. 919 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Biltmore Family Office held 8,704 shares of iShares Biotechnology ETF worth $1.47M as of Q1 2026.
  • Biltmore Family Office left its iShares Biotechnology ETF share count unchanged in Q1 2026.
  • iShares Biotechnology ETF made up 0.21% of Biltmore Family Office's portfolio in Q1 2026, its #79 holding.
  • Biltmore Family Office first reported a position in iShares Biotechnology ETF in Q2 2019 and has held it in 28 quarters since.
  • 919 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.