HAP
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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

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 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. 286 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.
  • 286 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.