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Fortress Private Ledger’s iShares Biotechnology ETF IBB Stock Holding History

Fortress Private Ledger’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 		$233K Sell
1,380
-218
-14% -$37.3K 0.07% 224
2025
Q4 		$270K Buy
+1,598
New +$260K 0.09% 171

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fortress Private Ledger's IBB Position: Q1 2026 in Review

Fortress Private Ledger reduced its iShares Biotechnology ETF (IBB) stake by 14% in Q1 2026, selling an estimated $37.3K and leaving 1,380 shares worth $233K. The position accounts for 0.07% of the portfolio, ranked #224.

Fortress Private Ledger first reported a position in IBB in Q4 2025 and has held it in 2 quarters since. The position peaked at $270K in Q4 2025. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Fortress Private Ledger held 1,380 shares of iShares Biotechnology ETF worth $233K as of Q1 2026.
  • Fortress Private Ledger sold 218 iShares Biotechnology ETF shares in Q1 2026, an estimated $37.3K.
  • iShares Biotechnology ETF made up 0.07% of Fortress Private Ledger's portfolio in Q1 2026, its #224 holding.
  • Fortress Private Ledger first reported a position in iShares Biotechnology ETF in Q4 2025 and has held it in 2 quarters since.
  • Fortress Private Ledger's iShares Biotechnology ETF position peaked at $270K in Q4 2025.
  • 917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Fortress Private Ledger's 13F filing for Q1 2026, filed 13 May 2026.