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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
Q3 		$825K Sell
3,918
-2,432
-38% -$488K 0.21% 95
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

Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Neville Rodie & Shaw
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Harmony Asset Management's IBB Position: Q3 2026 in Review

Harmony Asset Management reduced its iShares Biotechnology ETF (IBB) stake by 38% in Q3 2026, selling an estimated $488K and leaving 3,918 shares worth $825K. The position accounts for 0.21% of the portfolio, ranked #95.

Harmony Asset Management first reported a position in IBB in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.21M in Q2 2026. 199 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

  • Harmony Asset Management held 3,918 shares of iShares Biotechnology ETF worth $825K as of Q3 2026.
  • Harmony Asset Management sold 2,432 iShares Biotechnology ETF shares in Q3 2026, an estimated $488K.
  • iShares Biotechnology ETF made up 0.21% of Harmony Asset Management's portfolio in Q3 2026, its #95 holding.
  • Harmony Asset Management first reported a position in iShares Biotechnology ETF in Q4 2025 and has held it in 4 quarters since.
  • Harmony Asset Management's iShares Biotechnology ETF position peaked at $1.21M in Q2 2026.
  • 199 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Harmony Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.