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

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

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.