JDM Financial Group’s iShares Biotechnology ETF IBB Stock Holding History

JDM Financial 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	$20.4K	Hold	121	–	–	0.01%	143
2025 Q4	$20.4K	Hold	121	–	–	0.01%	140
2025 Q3	$17.5K	Hold	121	–	–	0.01%	146
2025 Q2	$15.3K	Hold	121	–	–	0.01%	146
2025 Q1	$15.5K	Hold	121	–	–	0.01%	138
2024 Q4	$16K	Sell	121 -18	-13%	-$2.53K	0.01%	140
2024 Q3	$20.2K	Hold	139	–	–	0.01%	124
2024 Q2	$19.1K	Hold	139	–	–	0.01%	114
2024 Q1	$19.1K	Hold	139	–	–	0.01%	105
2023 Q4	$18.9K	Hold	139	–	–	0.02%	101
2023 Q3	$17K	Hold	139	–	–	0.02%	102
2023 Q2	$17.6K	Hold	139	–	–	0.02%	103
2023 Q1	$17.9K	Hold	139	–	–	0.02%	102
2022 Q4	$18.2K	Buy	+139	New	+$18K	0.02%	102

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

JDM Financial Group's IBB Position: Q1 2026 in Review

JDM Financial Group held its iShares Biotechnology ETF (IBB) position steady in Q1 2026 at 121 shares worth $20.4K. The position accounts for 0.01% of the portfolio, ranked #143.

JDM Financial Group first reported a position in IBB in Q4 2022 and has held it in 14 quarters since. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

JDM Financial Group held 121 shares of iShares Biotechnology ETF worth $20.4K as of Q1 2026.
JDM Financial Group left its iShares Biotechnology ETF share count unchanged in Q1 2026.
iShares Biotechnology ETF made up 0.01% of JDM Financial Group's portfolio in Q1 2026, its #143 holding.
JDM Financial Group first reported a position in iShares Biotechnology ETF in Q4 2022 and has held it in 14 quarters since.
917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.