High Net Worth Advisory Group’s iShares Biotechnology ETF IBB Stock Holding History

High Net Worth Advisory Group’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 Q1	$228K	Hold	1,350	–	–	0.05%	221
2025 Q4	$228K	Buy	+1,350	New	+$219K	0.05%	217
2023 Q2	–	Sell	-1,675	Closed	-$216K	–	201
2023 Q1	$216K	Hold	1,675	–	–	0.09%	176
2022 Q4	$220K	Hold	1,675	–	–	0.09%	175
2022 Q3	$196K	Hold	1,675	–	–	0.08%	184
2022 Q2	$197K	Hold	1,675	–	–	0.08%	185
2022 Q1	$218K	Sell	1,675 -125	-7%	-$16.3K	0.08%	177
2021 Q4	$275K	Buy	+1,800	New	+$279K	0.1%	164

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

High Net Worth Advisory Group's IBB Position: Q1 2026 in Review

High Net Worth Advisory Group held its iShares Biotechnology ETF (IBB) position steady in Q1 2026 at 1,350 shares worth $228K. The position accounts for 0.05% of the portfolio, ranked #221.

High Net Worth Advisory Group first reported a position in IBB in Q4 2021 and has held it in 8 quarters since. The position peaked at $275K in Q4 2021. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

High Net Worth Advisory Group held 1,350 shares of iShares Biotechnology ETF worth $228K as of Q1 2026.
High Net Worth Advisory Group left its iShares Biotechnology ETF share count unchanged in Q1 2026.
iShares Biotechnology ETF made up 0.05% of High Net Worth Advisory Group's portfolio in Q1 2026, its #221 holding.
High Net Worth Advisory Group first reported a position in iShares Biotechnology ETF in Q4 2021 and has held it in 8 quarters since.
High Net Worth Advisory Group's iShares Biotechnology ETF position peaked at $275K in Q4 2021.
917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.