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Embree Financial Group’s iShares Biotechnology ETF IBB Stock Holding History

Embree Financial Group’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 		$226K Buy
1,187
+1
+0.1% +$172 0.02% 263
2026
Q1 		$200K Buy
+1,186
New +$203K 0.02% 256

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

Embree Financial Group's IBB Position: Q2 2026 in Review

Embree Financial Group increased its iShares Biotechnology ETF (IBB) stake by 0.08% in Q2 2026, buying an estimated $172 and bringing the position to 1,187 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #263.

Embree Financial Group first reported a position in IBB in Q1 2026 and has held it in 2 quarters since. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Embree Financial Group held 1,187 shares of iShares Biotechnology ETF worth $226K as of Q2 2026.
  • Embree Financial Group bought 1 iShares Biotechnology ETF share in Q2 2026, an estimated $172.
  • iShares Biotechnology ETF made up 0.02% of Embree Financial Group's portfolio in Q2 2026, its #263 holding.
  • Embree Financial Group first reported a position in iShares Biotechnology ETF in Q1 2026 and has held it in 2 quarters since.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.