Guardian Wealth Advisors (North Carolina)’s iShares Biotechnology ETF IBB Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-372	Closed	-$62.8K	–	462
2026 Q1	$62.8K	Buy	+372	New	+$63.6K	﹤0.01%	430
2025 Q3	–	Sell	-372	Closed	-$47.1K	–	432
2025 Q2	$47.1K	Hold	372	–	–	﹤0.01%	404
2025 Q1	$47.6K	Hold	372	–	–	﹤0.01%	380
2024 Q4	$49.2K	Buy	372 +74	+25%	+$10.4K	﹤0.01%	366
2024 Q3	$43.4K	Hold	298	–	–	﹤0.01%	315
2024 Q2	$40.9K	Hold	298	–	–	﹤0.01%	308
2024 Q1	$40.9K	Hold	298	–	–	0.01%	330
2023 Q4	$40.5K	Sell	298 -117	-28%	-$14.3K	0.01%	320
2023 Q3	$50.8K	Hold	415	–	–	0.01%	291
2023 Q2	$52.7K	Hold	415	–	–	0.01%	278
2023 Q1	$53.6K	Sell	415 -63	-13%	-$8.25K	0.01%	262
2022 Q4	$62.8K	Buy	478 +117	+32%	+$15.1K	0.01%	246
2022 Q3	$42K	Hold	361	–	–	0.01%	238
2022 Q2	$42K	Buy	+361	New	+$42.9K	0.01%	240

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 22.9% 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

Guardian Wealth Advisors (North Carolina)'s IBB Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares Biotechnology ETF (IBB) in Q2 2026, closing a stake of 372 shares — an estimated $62.8K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in IBB in Q2 2022 and held it in 14 quarters. The position peaked at $62.8K in Q1 2026. 960 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares Biotechnology ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 372 iShares Biotechnology ETF shares in Q2 2026, an estimated $62.8K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares Biotechnology ETF in Q2 2022 and held it in 14 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares Biotechnology ETF position peaked at $62.8K in Q1 2026.
960 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.