ClearBridge Investments’s iShares Biotechnology ETF IBB Stock Holding History

ClearBridge Investments’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	$224K	Buy	+1,180	New	+$203K	﹤0.01%	686
2022 Q3	–	Sell	-4,050	Closed	-$476K	–	750
2022 Q2	$476K	Hold	4,050	–	–	﹤0.01%	717
2022 Q1	$528K	Hold	4,050	–	–	﹤0.01%	732
2021 Q4	$618K	Hold	4,050	–	–	﹤0.01%	732
2021 Q3	$655K	Hold	4,050	–	–	﹤0.01%	723
2021 Q2	$663K	Hold	4,050	–	–	﹤0.01%	747
2021 Q1	$610K	Sell	4,050 -25	-0.6%	-$3.97K	﹤0.01%	736
2020 Q4	$617K	Buy	4,075 +1,050	+35%	+$150K	﹤0.01%	702
2020 Q3	$410K	Hold	3,025	–	–	﹤0.01%	712
2020 Q2	$413K	Sell	3,025 -3,300	-52%	-$421K	﹤0.01%	674
2020 Q1	$681K	Buy	6,325 +300	+5%	+$34.5K	﹤0.01%	638
2019 Q4	$722K	Buy	6,025 +200	+3%	+$22.3K	﹤0.01%	668
2019 Q3	$580K	Buy	5,825 +100	+2%	+$10.5K	﹤0.01%	687
2019 Q2	$625K	Buy	5,725 +500	+10%	+$53.2K	﹤0.01%	686
2019 Q1	$584K	Buy	5,225 +4,875	+1,393%	+$535K	﹤0.01%	698
2018 Q4	$34K	Hold	350	–	–	﹤0.01%	897
2018 Q3	$43K	Buy	+350	New	+$41.2K	﹤0.01%	922
2017 Q4	–	Sell	-30	Closed	-$3K	–	1198
2017 Q3	$3K	Buy	+30	New	+$3.21K	﹤0.01%	1141
2014 Q1	–	Sell	-59,250	Closed	-$4.48M	–	1135
2013 Q4	$4.48M	Hold	59,250	–	–	0.01%	591
2013 Q3	$4.14M	Hold	59,250	–	–	0.01%	580
2013 Q2	$3.44M	Buy	+59,250	New	+$3.43M	0.01%	586

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

ClearBridge Investments's IBB Position: Q2 2026 in Review

ClearBridge Investments opened a new position in iShares Biotechnology ETF (IBB) in Q2 2026: 1,180 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #686 among its holdings. This is a return to the name: ClearBridge Investments previously reported a position in IBB as recently as Q2 2022.

ClearBridge Investments first reported a position in IBB in Q2 2013 and has held it in 21 quarters since. The position peaked at $4.48M in Q4 2013. 955 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

ClearBridge Investments held 1,180 shares of iShares Biotechnology ETF worth $224K as of Q2 2026.
iShares Biotechnology ETF was a new ClearBridge Investments position in Q2 2026.
iShares Biotechnology ETF made up ﹤0.01% of ClearBridge Investments's portfolio in Q2 2026, its #686 holding.
ClearBridge Investments first reported a position in iShares Biotechnology ETF in Q2 2013 and has held it in 21 quarters since.
ClearBridge Investments's iShares Biotechnology ETF position peaked at $4.48M in Q4 2013.
955 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.