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

Jefferies 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
Q2 		$57.5M Sell
302,306
-1
-0% -$172 0.38% 48
2026
Q1 		$51M Buy
302,307
+1,849
+0.6% +$316K 0.35% 42
2025
Q4 		$50.7M Sell
300,458
-150,349
-33% -$24.4M 0.26% 69
2025
Q3 		$65.1M Buy
+450,807
New +$61.5M 0.31% 44
2025
Q1 		– Sell
-3,806
Closed -$503K – 1792
2024
Q4 		$503K Buy
3,806
+345
+10% +$48.5K ﹤0.01% 1097
2024
Q3 		$504K Sell
3,461
-900
-21% -$130K ﹤0.01% 976
2024
Q2 		$599K Sell
4,361
-18,115
-81% -$2.42M 0.01% 916
2024
Q1 		$3.08M Buy
22,476
+21,616
+2,513% +$2.95M 0.03% 443
2023
Q4 		$117K Buy
860
+347
+68% +$42.3K ﹤0.01% 1530
2023
Q3 		$62.7K Hold
513
– – ﹤0.01% 1495
2023
Q2 		$65.1K Hold
513
– – ﹤0.01% 1529
2023
Q1 		$66.3K Sell
513
-135,000
-100% -$17.7M ﹤0.01% 1469
2022
Q4 		$17.8M Buy
+135,513
New +$17.5M 0.12% 132

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

Jefferies Financial Group's IBB Position: Q2 2026 in Review

Jefferies Financial Group reduced its iShares Biotechnology ETF (IBB) stake by 0% in Q2 2026, selling an estimated $172 and leaving 302,306 shares worth $57.5M. The position accounts for 0.38% of the portfolio, ranked #48.

Jefferies Financial Group first reported a position in IBB in Q4 2022 and has held it in 13 quarters since. The position peaked at $65.1M in Q3 2025. 956 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Jefferies Financial Group held 302,306 shares of iShares Biotechnology ETF worth $57.5M as of Q2 2026.
  • Jefferies Financial Group sold 1 iShares Biotechnology ETF share in Q2 2026, an estimated $172.
  • iShares Biotechnology ETF made up 0.38% of Jefferies Financial Group's portfolio in Q2 2026, its #48 holding.
  • Jefferies Financial Group first reported a position in iShares Biotechnology ETF in Q4 2022 and has held it in 13 quarters since.
  • Jefferies Financial Group's iShares Biotechnology ETF position peaked at $65.1M in Q3 2025.
  • 956 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.