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Grimes & Company’s iShares Biotechnology ETF IBB Stock Holding History

Grimes & Company’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 		$3.68M Buy
19,367
+4,386
+29% +$754K 0.08% 150
2026
Q1 		$2.53M Sell
14,981
-2,405
-14% -$411K 0.07% 163
2025
Q4 		$2.93M Sell
17,386
-366
-2% -$59.4K 0.07% 161
2025
Q3 		$2.56M Sell
17,752
-411
-2% -$56.1K 0.06% 164
2025
Q2 		$2.3M Buy
+18,163
New +$2.23M 0.06% 159
2025
Q1 		– Sell
-26,182
Closed -$3.46M – 387
2024
Q4 		$3.46M Buy
+26,182
New +$3.68M 0.1% 116
2022
Q4 		– Sell
-2,080
Closed -$243K – 300
2022
Q3 		$243K Buy
2,080
+2
+0.1% +$248 0.01% 238
2022
Q2 		$244K Hold
2,078
– – 0.01% 239
2022
Q1 		$271K Sell
2,078
-682
-25% -$88.8K 0.01% 248
2021
Q4 		$421K Buy
2,760
+187
+7% +$29K 0.02% 215
2021
Q3 		$416K Buy
2,573
+78
+3% +$13.1K 0.02% 210
2021
Q2 		$408K Buy
2,495
+35
+1% +$5.39K 0.02% 211
2021
Q1 		$370K Sell
2,460
-83
-3% -$13.2K 0.02% 213
2020
Q4 		$385K Buy
+2,543
New +$363K 0.02% 203

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

Grimes & Company's IBB Position: Q2 2026 in Review

Grimes & Company increased its iShares Biotechnology ETF (IBB) stake by 29% in Q2 2026, buying an estimated $754K and bringing the position to 19,367 shares worth $3.68M. The position accounts for 0.08% of the portfolio, ranked #150.

Grimes & Company first reported a position in IBB in Q4 2020 and has held it in 14 quarters since. 955 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Grimes & Company held 19,367 shares of iShares Biotechnology ETF worth $3.68M as of Q2 2026.
  • Grimes & Company bought 4,386 iShares Biotechnology ETF shares in Q2 2026, an estimated $754K.
  • iShares Biotechnology ETF made up 0.08% of Grimes & Company's portfolio in Q2 2026, its #150 holding.
  • Grimes & Company first reported a position in iShares Biotechnology ETF in Q4 2020 and has held it in 14 quarters since.
  • 955 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.