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Concord Wealth Partners’s iShares Biotechnology ETF IBB Stock Holding History

Concord Wealth Partners’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 		$7.42K Buy
+39
New +$6.7K ﹤0.01% 610
2026
Q1 		– Sell
-39
Closed -$6.58K – 464
2025
Q4 		$6.58K Hold
39
– – ﹤0.01% 588
2025
Q3 		$5.63K Hold
39
– – ﹤0.01% 604
2025
Q2 		$4.93K Hold
39
– – ﹤0.01% 636
2025
Q1 		$4.99K Hold
39
– – ﹤0.01% 585
2024
Q4 		$5.16K Hold
39
– – ﹤0.01% 597
2024
Q3 		$5.68K Sell
39
-4
-9% -$579 ﹤0.01% 617
2024
Q2 		$5.9K Hold
43
– – ﹤0.01% 557
2024
Q1 		$5.9K Hold
43
– – ﹤0.01% 634
2023
Q4 		$5.84K Sell
43
-39
-48% -$4.76K ﹤0.01% 622
2023
Q3 		$10K Sell
82
-21
-20% -$2.67K ﹤0.01% 616
2023
Q2 		$13.1K Sell
103
-6
-6% -$779 ﹤0.01% 569
2023
Q1 		$14.1K Sell
109
-162
-60% -$21.2K ﹤0.01% 546
2022
Q4 		$35.6K Buy
+271
New +$35K 0.01% 430
2022
Q3 		– Sell
-109
Closed -$13K – 595
2022
Q2 		$13K Sell
109
-119
-52% -$14.1K ﹤0.01% 633
2022
Q1 		$30K Sell
228
-57
-20% -$7.42K 0.01% 540
2021
Q4 		$43K Buy
285
+216
+313% +$33.4K 0.01% 479
2021
Q3 		$11K Sell
69
-55
-44% -$9.26K ﹤0.01% 456
2021
Q2 		$20K Sell
124
-100
-45% -$15.4K 0.01% 502
2021
Q1 		$34K Buy
224
+188
+522% +$29.9K 0.01% 394
2020
Q4 		$5K Buy
+36
New +$5.14K ﹤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

Concord Wealth Partners's IBB Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares Biotechnology ETF (IBB) in Q2 2026: 39 shares worth $7.42K. The stake represents ﹤0.01% of the portfolio and ranks #610 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in IBB as recently as Q4 2025.

Concord Wealth Partners first reported a position in IBB in Q4 2020 and has held it in 21 quarters since. The position peaked at $43K in Q4 2021. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Concord Wealth Partners held 39 shares of iShares Biotechnology ETF worth $7.42K as of Q2 2026.
  • iShares Biotechnology ETF was a new Concord Wealth Partners position in Q2 2026.
  • iShares Biotechnology ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #610 holding.
  • Concord Wealth Partners first reported a position in iShares Biotechnology ETF in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's iShares Biotechnology ETF position peaked at $43K in Q4 2021.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.