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
2025 Q1	–	Sell	-20,000	Closed	-$2.64M	–	1793
2024 Q4	$2.64M	Hold	20,000	–	–	0.02%	567
2024 Q3	$2.91M	Hold	20,000	–	–	0.02%	466
2024 Q2	$2.75M	Hold	20,000	–	–	0.03%	455
2024 Q1	$2.74M	Sell	20,000 -33,300	-62%	-$4.55M	0.03%	484
2023 Q4	$7.24M	Sell	53,300 -136,900	-72%	-$16.7M	0.05%	305
2023 Q3	$23.3M	Sell	190,200 -81,500	-30%	-$10.4M	0.21%	72
2023 Q2	$34.5M	Sell	271,700 -165,700	-38%	-$21.5M	0.31%	53
2023 Q1	$56.5M	Sell	437,400 -166,000	-28%	-$21.7M	0.46%	38
2022 Q4	$79.2M	Buy	+603,400	New	+$78M	0.55%	25

Other funds holding IBB

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Jefferies Financial Group's IBB Position: Q3 2026 in Review

Jefferies Financial Group increased its iShares Biotechnology ETF (IBB) stake by 38% in Q3 2026, buying an estimated $23.1M and bringing the position to 417,500 shares worth $87.9M. The position accounts for 0.65% of the portfolio, ranked #24.

Jefferies Financial Group first reported a position in IBB in Q4 2022 and has held it in 14 quarters since. 907 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

Jefferies Financial Group held 417,500 shares of iShares Biotechnology ETF worth $87.9M as of Q3 2026.
Jefferies Financial Group bought 115,194 iShares Biotechnology ETF shares in Q3 2026, an estimated $23.1M.
iShares Biotechnology ETF made up 0.65% of Jefferies Financial Group's portfolio in Q3 2026, its #24 holding.
Jefferies Financial Group first reported a position in iShares Biotechnology ETF in Q4 2022 and has held it in 14 quarters since.
907 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.