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Estate Planners Group’s iShares Biotechnology ETF IBB Stock Holding History

Estate Planners 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
Q1 		– Sell
-349
Closed -$58.9K – 212
2025
Q4 		$58.9K Buy
+349
New +$56.7K 0.03% 132

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Estate Planners Group's IBB Position: Q1 2026 in Review

Estate Planners Group sold out of iShares Biotechnology ETF (IBB) in Q1 2026, closing a stake of 349 shares — an estimated $58.9K sold.

Estate Planners Group first reported a position in IBB in Q4 2025 and held it in 1 quarter. The position peaked at $58.9K in Q4 2025. 921 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Estate Planners Group reported no remaining iShares Biotechnology ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 349 iShares Biotechnology ETF shares in Q1 2026, an estimated $58.9K.
  • Estate Planners Group first reported a position in iShares Biotechnology ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's iShares Biotechnology ETF position peaked at $58.9K in Q4 2025.
  • 921 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.