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Clearstead Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Clearstead 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 		$502K Buy
2,640
+357
+16% +$61.4K ﹤0.01% 757
2026
Q1 		$385K Buy
2,283
+1,519
+199% +$260K ﹤0.01% 780
2025
Q4 		$129K Sell
764
-2
-0.3% -$325 ﹤0.01% 1045
2025
Q3 		$111K Hold
766
– – ﹤0.01% 1021
2025
Q2 		$96.9K Sell
766
-151
-16% -$18.5K ﹤0.01% 1072
2025
Q1 		$117K Sell
917
-85
-8% -$11.5K ﹤0.01% 949
2024
Q4 		$132K Hold
1,002
– – ﹤0.01% 953
2024
Q3 		$146K Buy
1,002
+1
+0.1% +$145 ﹤0.01% 939
2024
Q2 		$137K Buy
1,001
+149
+17% +$19.9K ﹤0.01% 927
2024
Q1 		$115K Sell
852
-263
-24% -$35.9K 0.01% 579
2023
Q4 		$152K Sell
1,115
-1,115
-50% -$136K 0.01% 501
2023
Q3 		$273K Buy
2,230
+1,475
+195% +$188K 0.01% 502
2023
Q2 		$95.9K Hold
755
– – 0.01% 585
2023
Q1 		$97.5K Hold
755
– – 0.01% 513
2022
Q4 		$99.1K Buy
755
+105
+16% +$13.6K 0.01% 497
2022
Q3 		$76K Buy
650
+215
+49% +$26.7K 0.01% 523
2022
Q2 		$51K Sell
435
-200
-31% -$23.7K ﹤0.01% 617
2022
Q1 		$83K Hold
635
– – 0.01% 584
2021
Q4 		$97K Buy
635
+200
+46% +$31K 0.01% 533
2021
Q3 		$70K Hold
435
– – 0.01% 556
2021
Q2 		$71K Hold
435
– – 0.01% 507
2021
Q1 		$65K Hold
435
– – 0.01% 508
2020
Q4 		$66K Sell
435
-22
-5% -$3.14K 0.01% 470
2020
Q3 		$62K Hold
457
– – 0.01% 436
2020
Q2 		$62K Buy
457
+22
+5% +$2.81K 0.01% 406
2020
Q1 		$47K Buy
+435
New +$50.1K 0.01% 416

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

Clearstead Advisors's IBB Position: Q2 2026 in Review

Clearstead Advisors increased its iShares Biotechnology ETF (IBB) stake by 16% in Q2 2026, buying an estimated $61.4K and bringing the position to 2,640 shares worth $502K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Clearstead Advisors first reported a position in IBB in Q1 2020 and has held it in 26 quarters since. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Clearstead Advisors held 2,640 shares of iShares Biotechnology ETF worth $502K as of Q2 2026.
  • Clearstead Advisors bought 357 iShares Biotechnology ETF shares in Q2 2026, an estimated $61.4K.
  • iShares Biotechnology ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #757 holding.
  • Clearstead Advisors first reported a position in iShares Biotechnology ETF in Q1 2020 and has held it in 26 quarters since.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.