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 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 $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s IBB Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in iShares Biotechnology ETF (IBB) in Q1 2026: 372 shares worth $62.8K. The stake represents ﹤0.01% of the portfolio and ranks #430 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in IBB as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in IBB in Q2 2022 and has held it in 14 quarters since. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 372 shares of iShares Biotechnology ETF worth $62.8K as of Q1 2026.
iShares Biotechnology ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
iShares Biotechnology ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #430 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares Biotechnology ETF in Q2 2022 and has held it in 14 quarters since.
917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.