Golden State Equity Partners’s iShares Biotechnology ETF IBB Stock Holding History

Golden State Equity Partners’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	–	Sell	-127	Closed	-$21.5K	–	962
2026 Q1	$21.5K	Buy	+127	New	+$21.7K	﹤0.01%	1077
2024 Q4	–	Sell	-42	Closed	-$6.12K	–	638
2024 Q3	$6.12K	Sell	42 -1,444	-97%	-$209K	﹤0.01%	633
2024 Q2	$204K	Buy	+1,486	New	+$198K	0.04%	383
2021 Q3	–	Sell	-4,607	Closed	-$754K	–	254
2021 Q2	$754K	Buy	+4,607	New	+$710K	0.29%	87

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

Golden State Equity Partners's IBB Position: Q2 2026 in Review

Golden State Equity Partners sold out of iShares Biotechnology ETF (IBB) in Q2 2026, closing a stake of 127 shares — an estimated $21.5K sold.

Golden State Equity Partners first reported a position in IBB in Q2 2021 and held it in 4 quarters. The position peaked at $754K in Q2 2021. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Golden State Equity Partners reported no remaining iShares Biotechnology ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 127 iShares Biotechnology ETF shares in Q2 2026, an estimated $21.5K.
Golden State Equity Partners first reported a position in iShares Biotechnology ETF in Q2 2021 and held it in 4 quarters.
Golden State Equity Partners's iShares Biotechnology ETF position peaked at $754K in Q2 2021.
954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.