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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
2019
Q4 		– Sell
-6
Closed -$1K – 453
2019
Q3 		$1K Hold
6
– – ﹤0.01% 1025
2019
Q2 		$4K Buy
+6
New +$638 ﹤0.01% 904

Other funds holding IBB

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $2.21B AUM 39.6% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 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. 523 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.
  • 523 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.