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Golden State Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Golden State 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 		$134K Sell
706
-40
-5% -$6.88K 0.01% 497
2026
Q1 		$126K Sell
746
-17
-2% -$2.91K 0.01% 468
2025
Q4 		$129K Buy
763
+5
+0.7% +$812 0.01% 470
2025
Q3 		$109K Hold
758
– – 0.01% 484
2025
Q2 		$95.9K Sell
758
-200
-21% -$24.6K 0.01% 491
2025
Q1 		$123K Sell
958
-11
-1% -$1.49K 0.02% 404
2024
Q4 		$128K Buy
+969
New +$136K 0.02% 386
2022
Q1 		– Sell
-3,940
Closed -$601K – 331
2021
Q4 		$601K Sell
3,940
-339
-8% -$52.5K 0.1% 181
2021
Q3 		$692K Buy
4,279
+87
+2% +$14.6K 0.15% 132
2021
Q2 		$686K Sell
4,192
-1,434
-25% -$221K 0.15% 128
2021
Q1 		$847K Sell
5,626
-146
-3% -$23.2K 0.28% 67
2020
Q4 		$874K Buy
5,772
+3,865
+203% +$552K 0.25% 79
2020
Q3 		$258K Buy
1,907
+294
+18% +$39.9K 0.09% 164
2020
Q2 		$220K Buy
1,613
+145
+10% +$18.5K 0.07% 170
2020
Q1 		$158K Buy
+1,468
New +$169K 0.07% 186
2019
Q4 		– Sell
-1,618
Closed -$161K – 454
2019
Q3 		$161K Sell
1,618
-705
-30% -$73.8K 0.05% 234
2019
Q2 		$253K Sell
2,323
-108
-4% -$11.5K 0.08% 190
2019
Q1 		$272K Buy
+2,431
New +$267K 0.09% 183

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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Golden State Wealth Management's IBB Position: Q2 2026 in Review

Golden State Wealth Management reduced its iShares Biotechnology ETF (IBB) stake by 5.4% in Q2 2026, selling an estimated $6.88K and leaving 706 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #497.

Golden State Wealth Management first reported a position in IBB in Q1 2019 and has held it in 18 quarters since. The position peaked at $874K in Q4 2020. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Golden State Wealth Management held 706 shares of iShares Biotechnology ETF worth $134K as of Q2 2026.
  • Golden State Wealth Management sold 40 iShares Biotechnology ETF shares in Q2 2026, an estimated $6.88K.
  • iShares Biotechnology ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #497 holding.
  • Golden State Wealth Management first reported a position in iShares Biotechnology ETF in Q1 2019 and has held it in 18 quarters since.
  • Golden State Wealth Management's iShares Biotechnology ETF position peaked at $874K in Q4 2020.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.