Harbor Asset Planning’s iShares Biotechnology ETF IBB Stock Holding History

Harbor Asset Planning’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	$47.2K	Hold	248	–	–	0.04%	222
2026 Q1	$41.9K	Hold	248	–	–	0.04%	220
2025 Q4	$41.8K	Buy	248 +1	+0.4%	+$162	0.04%	209
2025 Q3	$35.7K	Hold	247	–	–	0.03%	220
2025 Q2	$31.3K	Buy	+247	New	+$30.3K	0.03%	228

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

Harbor Asset Planning's IBB Position: Q2 2026 in Review

Harbor Asset Planning held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 248 shares worth $47.2K. The position accounts for 0.04% of the portfolio, ranked #222.

Harbor Asset Planning first reported a position in IBB in Q2 2025 and has held it in 5 quarters since. 957 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Harbor Asset Planning held 248 shares of iShares Biotechnology ETF worth $47.2K as of Q2 2026.
Harbor Asset Planning left its iShares Biotechnology ETF share count unchanged in Q2 2026.
iShares Biotechnology ETF made up 0.04% of Harbor Asset Planning's portfolio in Q2 2026, its #222 holding.
Harbor Asset Planning first reported a position in iShares Biotechnology ETF in Q2 2025 and has held it in 5 quarters since.
957 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.