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Keystone Financial Group (Kentucky)’s iShares Biotechnology ETF IBB Stock Holding History

Keystone Financial Group (Kentucky)’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 		$398K Sell
2,357
-1
-0% -$171 0.03% 338
2025
Q4 		$398K Sell
2,358
-125
-5% -$20.3K 0.03% 294
2025
Q3 		$400K Sell
2,483
-122
-5% -$16.7K 0.03% 271
2025
Q2 		$339K Sell
2,605
-4
-0.2% -$491 0.03% 295
2025
Q1 		$322K Sell
2,609
-71
-3% -$9.63K 0.03% 277
2024
Q4 		$361K Buy
+2,680
New +$377K 0.04% 265
2022
Q3 		– Sell
-1,996
Closed -$235K – 292
2022
Q2 		$235K Sell
1,996
-17
-0.8% -$2.02K 0.05% 251
2022
Q1 		$262K Sell
2,013
-31
-2% -$4.04K 0.04% 248
2021
Q4 		$312K Buy
2,044
+47
+2% +$7.28K 0.05% 230
2021
Q3 		$323K Sell
1,997
-267
-12% -$44.9K 0.06% 215
2021
Q2 		$371K Buy
2,264
+46
+2% +$7.09K 0.07% 193
2021
Q1 		$334K Sell
2,218
-608
-22% -$96.6K 0.07% 196
2020
Q4 		$428K Sell
2,826
-111
-4% -$15.9K 0.09% 152
2020
Q3 		$398K Sell
2,937
-355
-11% -$48.2K 0.1% 151
2020
Q2 		$450K Buy
3,292
+263
+9% +$33.5K 0.12% 132
2020
Q1 		$326K Buy
3,029
+626
+26% +$72.1K 0.11% 142
2019
Q4 		$290K Buy
+2,403
New +$268K 0.08% 184
2019
Q3 		– Sell
-1,931
Closed -$211K – 235
2019
Q2 		$211K Buy
+1,931
New +$205K 0.07% 210

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

Keystone Financial Group (Kentucky)'s IBB Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) reduced its iShares Biotechnology ETF (IBB) stake by 0.04% in Q1 2026, selling an estimated $171 and leaving 2,357 shares worth $398K. The position accounts for 0.03% of the portfolio, ranked #338.

Keystone Financial Group (Kentucky) first reported a position in IBB in Q2 2019 and has held it in 18 quarters since. The position peaked at $450K in Q2 2020. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 2,357 shares of iShares Biotechnology ETF worth $398K as of Q1 2026.
  • Keystone Financial Group (Kentucky) sold 1 iShares Biotechnology ETF share in Q1 2026, an estimated $171.
  • iShares Biotechnology ETF made up 0.03% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #338 holding.
  • Keystone Financial Group (Kentucky) first reported a position in iShares Biotechnology ETF in Q2 2019 and has held it in 18 quarters since.
  • Keystone Financial Group (Kentucky)'s iShares Biotechnology ETF position peaked at $450K in Q2 2020.
  • 917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.