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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Jefferies Financial Group increased its iShares Biotechnology ETF (IBB) stake by 0.62% in Q1 2026, buying an estimated $316K and bringing the position to 302,307 shares worth $51M. The position accounts for 0.35% of the portfolio, ranked #42.

Jefferies Financial Group first reported a position in IBB in Q4 2022 and has held it in 12 quarters since. The position peaked at $65.1M in Q3 2025. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Jefferies Financial Group held 302,307 shares of iShares Biotechnology ETF worth $51M as of Q1 2026.
  • Jefferies Financial Group bought 1,849 iShares Biotechnology ETF shares in Q1 2026, an estimated $316K.
  • iShares Biotechnology ETF made up 0.35% of Jefferies Financial Group's portfolio in Q1 2026, its #42 holding.
  • Jefferies Financial Group first reported a position in iShares Biotechnology ETF in Q4 2022 and has held it in 12 quarters since.
  • Jefferies Financial Group's iShares Biotechnology ETF position peaked at $65.1M in Q3 2025.
  • 917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.