Comprehensive Financial Planning’s iShares Biotechnology ETF IBB Stock Holding History

Comprehensive Financial Planning’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	$77.2K	Sell	406 -13	-3%	-$2.23K	0.04%	153
2026 Q1	$70.8K	Buy	419 +1	+0.2%	+$171	0.05%	140
2025 Q4	$70.7K	Sell	418 -1	-0.2%	-$162	0.05%	144
2025 Q3	$60.5K	Hold	419	–	–	0.04%	153
2025 Q2	$53K	Buy	419 +61	+17%	+$7.49K	0.04%	153
2025 Q1	$45.9K	Sell	358 -1	-0.3%	-$136	0.04%	142
2024 Q4	$47.4K	Buy	+359	New	+$50.5K	0.04%	158

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

Comprehensive Financial Planning's IBB Position: Q2 2026 in Review

Comprehensive Financial Planning reduced its iShares Biotechnology ETF (IBB) stake by 3.1% in Q2 2026, selling an estimated $2.23K and leaving 406 shares worth $77.2K. The position accounts for 0.04% of the portfolio, ranked #153.

Comprehensive Financial Planning first reported a position in IBB in Q4 2024 and has held it in 7 quarters since. 955 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Comprehensive Financial Planning held 406 shares of iShares Biotechnology ETF worth $77.2K as of Q2 2026.
Comprehensive Financial Planning sold 13 iShares Biotechnology ETF shares in Q2 2026, an estimated $2.23K.
iShares Biotechnology ETF made up 0.04% of Comprehensive Financial Planning's portfolio in Q2 2026, its #153 holding.
Comprehensive Financial Planning first reported a position in iShares Biotechnology ETF in Q4 2024 and has held it in 7 quarters since.
955 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.