Graves Light Lenhart Wealth’s iShares Biotechnology ETF IBB Stock Holding History

Graves Light Lenhart Wealth’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	$625K	Sell	3,288 -56	-2%	-$9.63K	0.06%	111
2026 Q1	$565K	Sell	3,344 -299	-8%	-$51.1K	0.06%	108
2025 Q4	$615K	Sell	3,643 -209	-5%	-$33.9K	0.07%	106
2025 Q3	$556K	Hold	3,852	–	–	0.06%	111
2025 Q2	$487K	Sell	3,852 -90	-2%	-$11K	0.06%	113
2025 Q1	$504K	Hold	3,942	–	–	0.06%	112
2024 Q4	$521K	Hold	3,942	–	–	0.06%	110
2024 Q3	$574K	Sell	3,942 -11,200	-74%	-$1.62M	0.07%	103
2024 Q2	$2.07M	Sell	15,142 -69	-0.5%	-$9.21K	0.24%	62
2024 Q1	$2.09M	Sell	15,211 -78	-0.5%	-$10.7K	0.24%	62
2023 Q4	$2.08M	Hold	15,289	–	–	0.26%	60
2023 Q3	$1.87M	Hold	15,289	–	–	0.25%	60
2023 Q2	$1.94M	Hold	15,289	–	–	0.26%	66
2023 Q1	$1.97M	Buy	15,289 +311	+2%	+$40.7K	0.31%	63
2022 Q4	$1.97M	Hold	14,978	–	–	0.3%	67
2022 Q3	$1.75M	Hold	14,978	–	–	0.29%	65
2022 Q2	$1.76M	Sell	14,978 -3	-0%	-$356	0.27%	65
2022 Q1	$1.95M	Hold	14,981	–	–	0.27%	65
2021 Q4	$2.29M	Hold	14,981	–	–	0.33%	61
2021 Q3	$2.42M	Hold	14,981	–	–	0.38%	54
2021 Q2	$2.45M	Sell	14,981 -600	-4%	-$92.4K	0.39%	54
2021 Q1	$2.35M	Hold	15,581	–	–	0.4%	54
2020 Q4	$2.36M	Hold	15,581	–	–	0.44%	51
2020 Q3	$2.11M	Hold	15,581	–	–	0.47%	48
2020 Q2	$2.13M	Hold	15,581	–	–	0.5%	50
2020 Q1	$1.68M	Hold	15,581	–	–	0.45%	53
2019 Q4	$1.88M	Hold	15,581	–	–	0.39%	58
2019 Q3	$1.67M	Buy	15,581 +908	+6%	+$95K	0.37%	62
2019 Q2	$1.6M	Hold	14,673	–	–	0.38%	60
2019 Q1	$1.64M	Hold	14,673	–	–	0.42%	59
2018 Q4	$1.42M	Buy	+14,673	New	+$1.56M	0.42%	57

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

Graves Light Lenhart Wealth's IBB Position: Q2 2026 in Review

Graves Light Lenhart Wealth reduced its iShares Biotechnology ETF (IBB) stake by 1.7% in Q2 2026, selling an estimated $9.63K and leaving 3,288 shares worth $625K. The position accounts for 0.06% of the portfolio, ranked #111.

Graves Light Lenhart Wealth first reported a position in IBB in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.45M in Q2 2021. 956 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Graves Light Lenhart Wealth held 3,288 shares of iShares Biotechnology ETF worth $625K as of Q2 2026.
Graves Light Lenhart Wealth sold 56 iShares Biotechnology ETF shares in Q2 2026, an estimated $9.63K.
iShares Biotechnology ETF made up 0.06% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #111 holding.
Graves Light Lenhart Wealth first reported a position in iShares Biotechnology ETF in Q4 2018 and has held it in 31 quarters since.
Graves Light Lenhart Wealth's iShares Biotechnology ETF position peaked at $2.45M in Q2 2021.
956 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.