HAM
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Harmony Asset Management’s iShares Biotechnology ETF IBB Stock Holding History

Harmony Asset Management’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 		$1.21M Buy
6,350
+931
+17% +$160K 0.32% 78
2026
Q1 		$915K Sell
5,419
-83
-2% -$14.2K 0.28% 89
2025
Q4 		$929K Buy
+5,502
New +$894K 0.31% 81

Other funds holding IBB

GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
MCG
McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return

Harmony Asset Management's IBB Position: Q2 2026 in Review

Harmony Asset Management increased its iShares Biotechnology ETF (IBB) stake by 17% in Q2 2026, buying an estimated $160K and bringing the position to 6,350 shares worth $1.21M. The position accounts for 0.32% of the portfolio, ranked #78.

Harmony Asset Management first reported a position in IBB in Q4 2025 and has held it in 3 quarters since. 178 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Harmony Asset Management held 6,350 shares of iShares Biotechnology ETF worth $1.21M as of Q2 2026.
  • Harmony Asset Management bought 931 iShares Biotechnology ETF shares in Q2 2026, an estimated $160K.
  • iShares Biotechnology ETF made up 0.32% of Harmony Asset Management's portfolio in Q2 2026, its #78 holding.
  • Harmony Asset Management first reported a position in iShares Biotechnology ETF in Q4 2025 and has held it in 3 quarters since.
  • 178 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.