BAM
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Broyhill Asset Management’s iShares Biotechnology ETF IBB Stock Holding History

Broyhill Asset 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 		$285K Hold
1,500
– – 0.25% 69
2026
Q1 		$253K Hold
1,500
– – 0.23% 70
2025
Q4 		$253K Hold
1,500
– – 0.22% 66
2025
Q3 		$217K Buy
+1,500
New +$205K 0.19% 76

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

Broyhill Asset Management's IBB Position: Q2 2026 in Review

Broyhill Asset Management held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 1,500 shares worth $285K. The position accounts for 0.25% of the portfolio, ranked #69.

Broyhill Asset Management first reported a position in IBB in Q3 2025 and has held it in 4 quarters since. 956 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Broyhill Asset Management held 1,500 shares of iShares Biotechnology ETF worth $285K as of Q2 2026.
  • Broyhill Asset Management left its iShares Biotechnology ETF share count unchanged in Q2 2026.
  • iShares Biotechnology ETF made up 0.25% of Broyhill Asset Management's portfolio in Q2 2026, its #69 holding.
  • Broyhill Asset Management first reported a position in iShares Biotechnology ETF in Q3 2025 and has held it in 4 quarters since.
  • 956 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Broyhill Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.