Finer Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Finer Wealth Management’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	$1.35M	Sell	7,987 -2,085	-21%	-$357K	0.68%	35
2025 Q4	$1.7M	Buy	10,072 +692	+7%	+$112K	0.82%	31
2025 Q3	$1.35M	Buy	9,380 +245	+3%	+$33.4K	0.67%	35
2025 Q2	$1.16M	Sell	9,135 -226	-2%	-$27.7K	0.62%	34
2025 Q1	$1.2M	Buy	9,361 +785	+9%	+$106K	0.72%	33
2024 Q4	$1.13M	Buy	8,576 +1,127	+15%	+$158K	0.65%	34
2024 Q3	$1.08M	Buy	7,449 +2,993	+67%	+$433K	0.67%	31
2024 Q2	$612K	Buy	4,456 +2,308	+107%	+$308K	0.39%	47
2024 Q1	$295K	Buy	+2,148	New	+$293K	0.19%	68

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Finer Wealth Management's IBB Position: Q1 2026 in Review

Finer Wealth Management reduced its iShares Biotechnology ETF (IBB) stake by 21% in Q1 2026, selling an estimated $357K and leaving 7,987 shares worth $1.35M. The position accounts for 0.68% of the portfolio, ranked #35.

Finer Wealth Management first reported a position in IBB in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.7M in Q4 2025. 918 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

Finer Wealth Management held 7,987 shares of iShares Biotechnology ETF worth $1.35M as of Q1 2026.
Finer Wealth Management sold 2,085 iShares Biotechnology ETF shares in Q1 2026, an estimated $357K.
iShares Biotechnology ETF made up 0.68% of Finer Wealth Management's portfolio in Q1 2026, its #35 holding.
Finer Wealth Management first reported a position in iShares Biotechnology ETF in Q1 2024 and has held it in 9 quarters since.
Finer Wealth Management's iShares Biotechnology ETF position peaked at $1.7M in Q4 2025.
918 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Finer Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.