Bradley & Co Private Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Bradley & Co Private 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 Q1	$41.4K	Hold	245	–	–	0.02%	100
2025 Q4	$41.3K	Hold	245	–	–	0.02%	97
2025 Q3	$35.4K	Hold	245	–	–	0.02%	90
2025 Q2	$31K	Hold	245	–	–	0.02%	89
2025 Q1	$31.3K	Hold	245	–	–	0.02%	85
2024 Q4	$32.4K	Buy	+245	New	+$34.4K	0.02%	84
2024 Q2	$33.6K	Hold	245	–	–	0.02%	77
2024 Q1	$33.6K	Hold	245	–	–	0.03%	80
2023 Q4	$33.3K	Hold	245	–	–	0.03%	76
2023 Q3	$30K	Hold	245	–	–	0.03%	77
2023 Q2	$31.1K	Hold	245	–	–	0.03%	75
2023 Q1	$31.6K	Sell	245 -365	-60%	-$47.8K	0.03%	75
2022 Q4	$80.1K	Hold	610	–	–	0.1%	48
2022 Q3	$71K	Hold	610	–	–	0.08%	56
2022 Q2	$72K	Hold	610	–	–	0.08%	72
2022 Q1	$79K	Buy	+610	New	+$79.5K	0.07%	73

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bradley & Co Private Wealth Management's IBB Position: Q1 2026 in Review

Bradley & Co Private Wealth Management held its iShares Biotechnology ETF (IBB) position steady in Q1 2026 at 245 shares worth $41.4K. The position accounts for 0.02% of the portfolio, ranked #100.

Bradley & Co Private Wealth Management first reported a position in IBB in Q1 2022 and has held it in 16 quarters since. The position peaked at $80.1K in Q4 2022. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

Bradley & Co Private Wealth Management held 245 shares of iShares Biotechnology ETF worth $41.4K as of Q1 2026.
Bradley & Co Private Wealth Management left its iShares Biotechnology ETF share count unchanged in Q1 2026.
iShares Biotechnology ETF made up 0.02% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #100 holding.
Bradley & Co Private Wealth Management first reported a position in iShares Biotechnology ETF in Q1 2022 and has held it in 16 quarters since.
Bradley & Co Private Wealth Management's iShares Biotechnology ETF position peaked at $80.1K in Q4 2022.
917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.