Harbor Asset Planning
IBB icon

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
Q3 		$52.2K Hold
248
– – 0.04% 217
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

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commerce Bank
Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Harbor Asset Planning's IBB Position: Q3 2026 in Review

Harbor Asset Planning held its iShares Biotechnology ETF (IBB) position steady in Q3 2026 at 248 shares worth $52.2K. The position accounts for 0.04% of the portfolio, ranked #217.

Harbor Asset Planning first reported a position in IBB in Q2 2025 and has held it in 6 quarters since. 907 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

  • Harbor Asset Planning held 248 shares of iShares Biotechnology ETF worth $52.2K as of Q3 2026.
  • Harbor Asset Planning left its iShares Biotechnology ETF share count unchanged in Q3 2026.
  • iShares Biotechnology ETF made up 0.04% of Harbor Asset Planning's portfolio in Q3 2026, its #217 holding.
  • Harbor Asset Planning first reported a position in iShares Biotechnology ETF in Q2 2025 and has held it in 6 quarters since.
  • 907 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.