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Brendel Financial Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Brendel Financial 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 		– Sell
-5,676
Closed -$958K – 109
2026
Q1 		$958K Buy
+5,676
New +$971K 0.47% 49

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 22.9% 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

Brendel Financial Advisors's IBB Position: Q2 2026 in Review

Brendel Financial Advisors sold out of iShares Biotechnology ETF (IBB) in Q2 2026, closing a stake of 5,676 shares — an estimated $958K sold.

Brendel Financial Advisors first reported a position in IBB in Q1 2026 and held it in 1 quarter. The position peaked at $958K in Q1 2026. 960 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Brendel Financial Advisors reported no remaining iShares Biotechnology ETF position as of Q2 2026 after selling out during the quarter.
  • Brendel Financial Advisors sold 5,676 iShares Biotechnology ETF shares in Q2 2026, an estimated $958K.
  • Brendel Financial Advisors first reported a position in iShares Biotechnology ETF in Q1 2026 and held it in 1 quarter.
  • Brendel Financial Advisors's iShares Biotechnology ETF position peaked at $958K in Q1 2026.
  • 960 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.