Broyhill Asset Management
IBB icon

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
Q3 		– Sell
-1,500
Closed -$285K – 64
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

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UBS Group
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LPL Financial
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Commerce Bank
Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Truist Financial
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Janney Montgomery Scott
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WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Broyhill Asset Management's IBB Position: Q3 2026 in Review

Broyhill Asset Management sold out of iShares Biotechnology ETF (IBB) in Q3 2026, closing a stake of 1,500 shares — an estimated $285K sold.

Broyhill Asset Management first reported a position in IBB in Q3 2025 and held it in 4 quarters. The position peaked at $285K in Q2 2026. 798 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

  • Broyhill Asset Management reported no remaining iShares Biotechnology ETF position as of Q3 2026 after selling out during the quarter.
  • Broyhill Asset Management sold 1,500 iShares Biotechnology ETF shares in Q3 2026, an estimated $285K.
  • Broyhill Asset Management first reported a position in iShares Biotechnology ETF in Q3 2025 and held it in 4 quarters.
  • Broyhill Asset Management's iShares Biotechnology ETF position peaked at $285K in Q2 2026.
  • 798 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Broyhill Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.