Edge Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $233K | Hold |
1,227
| – | – | 0.04% | 77 |
|
|
2026
Q1 | $207K | Hold |
1,227
| – | – | 0.04% | 79 |
|
|
2025
Q4 | $207K | Buy |
+1,227
| New | +$199K | 0.04% | 75 |
|
|
2023
Q1 | – | Sell |
-2,973
| Closed | -$386K | – | 79 |
|
|
2022
Q4 | $386K | Buy |
+2,973
| New | +$384K | 0.09% | 58 |
|
|
2022
Q3 | – | Sell |
-1,843
| Closed | -$217K | – | 86 |
|
|
2022
Q2 | $217K | Buy |
+1,843
| New | +$219K | 0.05% | 73 |
|
|
2022
Q1 | – | Sell |
-294
| Closed | -$45K | – | 255 |
|
|
2021
Q4 | $45K | Hold |
294
| – | – | 0.01% | 185 |
|
|
2021
Q3 | $48K | Sell |
294
-387
| -57% | -$65.1K | 0.01% | 189 |
|
|
2021
Q2 | $112K | Hold |
681
| – | – | 0.02% | 125 |
|
|
2021
Q1 | $103K | Hold |
681
| – | – | 0.02% | 136 |
|
|
2020
Q4 | $103K | Sell |
681
-225
| -25% | -$32.2K | 0.02% | 128 |
|
|
2020
Q3 | $123K | Sell |
906
-10,060
| -92% | -$1.36M | 0.03% | 134 |
|
|
2020
Q2 | $1.5M | Sell |
10,966
-435
| -4% | -$55.5K | 0.28% | 56 |
|
|
2020
Q1 | $1.23M | Buy |
+11,401
| New | +$1.31M | 0.27% | 55 |
|
|
2019
Q4 | – | Sell |
-17,092
| Closed | -$1.7M | – | 618 |
|
|
2019
Q3 | $1.7M | Sell |
17,092
-81,908
| -83% | -$8.57M | 0.39% | 48 |
|
|
2019
Q2 | $10.8M | Buy |
99,000
+48,704
| +97% | +$5.18M | 2.39% | 16 |
|
|
2019
Q1 | $5.63M | Sell |
50,296
-725
| -1% | -$79.5K | 1.39% | 24 |
|
|
2018
Q4 | $4.92M | Buy |
51,021
+36,559
| +253% | +$3.88M | 1.39% | 22 |
|
|
2018
Q3 | $1.76M | Sell |
14,462
-235
| -2% | -$27.7K | 0.42% | 37 |
|
|
2018
Q2 | $1.61M | Sell |
14,697
-4,343
| -23% | -$464K | 0.41% | 41 |
|
|
2018
Q1 | $2.03M | Buy |
19,040
+17,768
| +1,397% | +$1.97M | 0.54% | 39 |
|
|
2017
Q4 | $136K | Buy |
1,272
+480
| +61% | +$51.3K | 0.04% | 151 |
|
|
2017
Q3 | $88K | Hold |
792
| – | – | 0.03% | 179 |
|
|
2017
Q2 | $83K | Hold |
792
| – | – | 0.03% | 186 |
|
|
2017
Q1 | $77K | Sell |
792
-630
| -44% | -$60.3K | 0.03% | 181 |
|
|
2016
Q4 | $126K | Buy |
1,422
+1,122
| +374% | +$102K | 0.05% | 135 |
|
|
2016
Q3 | $29K | Buy |
300
+237
| +376% | +$22.5K | 0.01% | 229 |
|
|
2016
Q2 | $5K | Hold |
63
| – | – | ﹤0.01% | 367 |
|
|
2016
Q1 | $5K | Hold |
63
| – | – | ﹤0.01% | 341 |
|
|
2015
Q4 | $7K | Buy |
63
+60
| +2,000% | +$6.51K | ﹤0.01% | 322 |
|
|
2015
Q3 | $1K | Buy |
+3
| New | +$360 | ﹤0.01% | 422 |
|
Other funds holding IBB
CB
Edge Wealth Management's IBB Position: Q2 2026 in Review
Edge Wealth Management held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 1,227 shares worth $233K. The position accounts for 0.04% of the portfolio, ranked #77.
Edge Wealth Management first reported a position in IBB in Q3 2015 and has held it in 30 quarters since. The position peaked at $10.8M in Q2 2019. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.
- Edge Wealth Management held 1,227 shares of iShares Biotechnology ETF worth $233K as of Q2 2026.
- Edge Wealth Management left its iShares Biotechnology ETF share count unchanged in Q2 2026.
- iShares Biotechnology ETF made up 0.04% of Edge Wealth Management's portfolio in Q2 2026, its #77 holding.
- Edge Wealth Management first reported a position in iShares Biotechnology ETF in Q3 2015 and has held it in 30 quarters since.
- Edge Wealth Management's iShares Biotechnology ETF position peaked at $10.8M in Q2 2019.
- 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.
Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.