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 Q2	$1.28M	Sell	6,742 -1,245	-16%	-$214K	0.57%	38
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 $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Finer Wealth Management's IBB Position: Q2 2026 in Review

Finer Wealth Management reduced its iShares Biotechnology ETF (IBB) stake by 16% in Q2 2026, selling an estimated $214K and leaving 6,742 shares worth $1.28M. The position accounts for 0.57% of the portfolio, ranked #38.

Finer Wealth Management first reported a position in IBB in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.7M in Q4 2025. 956 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Finer Wealth Management held 6,742 shares of iShares Biotechnology ETF worth $1.28M as of Q2 2026.
Finer Wealth Management sold 1,245 iShares Biotechnology ETF shares in Q2 2026, an estimated $214K.
iShares Biotechnology ETF made up 0.57% of Finer Wealth Management's portfolio in Q2 2026, its #38 holding.
Finer Wealth Management first reported a position in iShares Biotechnology ETF in Q1 2024 and has held it in 10 quarters since.
Finer Wealth Management's iShares Biotechnology ETF position peaked at $1.7M in Q4 2025.
956 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Finer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.