Kestra Advisory Services
IBB icon

Kestra Advisory Services’s iShares Biotechnology ETF IBB Stock Holding History

Kestra Advisory Services’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
Q3 		$13.3M Buy
63,312
+16,117
+34% +$3.23M 0.04% 462
2026
Q2 		$8.98M Sell
47,195
-266
-0.6% -$45.7K 0.03% 553
2026
Q1 		$8.01M Buy
47,461
+5,155
+12% +$881K 0.03% 551
2025
Q4 		$7.14M Buy
42,306
+3,054
+8% +$496K 0.03% 553
2025
Q3 		$5.67M Sell
39,252
-2,756
-7% -$376K 0.03% 623
2025
Q2 		$5.31M Buy
42,008
+3,831
+10% +$470K 0.03% 608
2025
Q1 		$4.88M Buy
38,177
+703
+2% +$95.3K 0.02% 582
2024
Q4 		$4.95M Sell
37,474
-4,730
-11% -$665K 0.03% 583
2024
Q3 		$6.14M Sell
42,204
-3,061
-7% -$443K 0.03% 527
2024
Q2 		$6.02M Buy
45,265
+7,586
+20% +$1.01M 0.03% 529
2024
Q1 		$5.17M Sell
37,679
-260
-0.7% -$35.5K 0.03% 507
2023
Q4 		$5.15M Sell
37,939
-1,690
-4% -$206K 0.04% 438
2023
Q3 		$4.85M Buy
39,629
+234
+0.6% +$29.8K 0.05% 400
2023
Q2 		$5M Sell
39,395
-4,991
-11% -$648K 0.05% 372
2023
Q1 		$5.73M Sell
44,386
-16,093
-27% -$2.11M 0.06% 313
2022
Q4 		$7.94M Buy
60,479
+10,990
+22% +$1.42M 0.07% 300
2022
Q3 		$5.79M Sell
49,489
-949
-2% -$118K 0.06% 337
2022
Q2 		$5.93M Buy
50,438
+315
+0.6% +$37.4K 0.06% 322
2022
Q1 		$6.53M Buy
50,123
+596
+1% +$77.6K 0.07% 308
2021
Q4 		$7.56M Sell
49,527
-8,715
-15% -$1.35M 0.08% 274
2021
Q3 		$9.42M Buy
58,242
+6,726
+13% +$1.13M 0.09% 235
2021
Q2 		$8.43M Buy
51,516
+362
+0.7% +$55.8K 0.1% 231
2021
Q1 		$7.7M Sell
51,154
-17,112
-25% -$2.72M 0.1% 240
2020
Q4 		$10.4M Buy
68,266
+17,991
+36% +$2.57M 0.12% 198
2020
Q3 		$6.81M Buy
+50,275
New +$6.82M 0.13% 192

Other funds holding IBB

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Kestra Advisory Services's IBB Position: Q3 2026 in Review

Kestra Advisory Services increased its iShares Biotechnology ETF (IBB) stake by 34% in Q3 2026, buying an estimated $3.23M and bringing the position to 63,312 shares worth $13.3M. The position accounts for 0.04% of the portfolio, ranked #462.

Kestra Advisory Services first reported a position in IBB in Q3 2020 and has held it in 25 quarters since. 628 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

  • Kestra Advisory Services held 63,312 shares of iShares Biotechnology ETF worth $13.3M as of Q3 2026.
  • Kestra Advisory Services bought 16,117 iShares Biotechnology ETF shares in Q3 2026, an estimated $3.23M.
  • iShares Biotechnology ETF made up 0.04% of Kestra Advisory Services's portfolio in Q3 2026, its #462 holding.
  • Kestra Advisory Services first reported a position in iShares Biotechnology ETF in Q3 2020 and has held it in 25 quarters since.
  • 628 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.