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HB Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

HB Wealth 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 		$907K Buy
4,771
+87
+2% +$15K 0.01% 788
2026
Q1 		$791K Sell
4,684
-15
-0.3% -$2.56K 0.01% 766
2025
Q4 		$793K Buy
4,699
+66
+1% +$10.7K 0.01% 709
2025
Q3 		$669K Buy
4,633
+1,993
+75% +$272K ﹤0.01% 736
2025
Q2 		$334K Sell
2,640
-1,088
-29% -$134K ﹤0.01% 901
2025
Q1 		$477K Buy
3,728
+1,343
+56% +$182K ﹤0.01% 777
2024
Q4 		$315K Sell
2,385
-150
-6% -$21.1K ﹤0.01% 796
2024
Q3 		$369K Buy
2,535
+447
+21% +$64.7K ﹤0.01% 685
2024
Q2 		$287K Buy
2,088
+335
+19% +$44.7K ﹤0.01% 729
2024
Q1 		$241K Sell
1,753
-139
-7% -$19K ﹤0.01% 735
2023
Q4 		$257K Buy
1,892
+105
+6% +$12.8K ﹤0.01% 664
2023
Q3 		$219K Buy
+1,787
New +$227K ﹤0.01% 677
2022
Q1 		– Sell
-1,749
Closed -$267K – 605
2021
Q4 		$267K Buy
+1,749
New +$271K 0.01% 416

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

HB Wealth Management's IBB Position: Q2 2026 in Review

HB Wealth Management increased its iShares Biotechnology ETF (IBB) stake by 1.9% in Q2 2026, buying an estimated $15K and bringing the position to 4,771 shares worth $907K. The position accounts for 0.01% of the portfolio, ranked #788.

HB Wealth Management first reported a position in IBB in Q4 2021 and has held it in 13 quarters since. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • HB Wealth Management held 4,771 shares of iShares Biotechnology ETF worth $907K as of Q2 2026.
  • HB Wealth Management bought 87 iShares Biotechnology ETF shares in Q2 2026, an estimated $15K.
  • iShares Biotechnology ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #788 holding.
  • HB Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2021 and has held it in 13 quarters since.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.