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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
Q2 		$434K Sell
2,282
-75
-3% -$12.9K 0.03% 354
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 $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s IBB Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) reduced its iShares Biotechnology ETF (IBB) stake by 3.2% in Q2 2026, selling an estimated $12.9K and leaving 2,282 shares worth $434K. The position accounts for 0.03% of the portfolio, ranked #354.

Keystone Financial Group (Kentucky) first reported a position in IBB in Q2 2019 and has held it in 19 quarters since. The position peaked at $450K in Q2 2020. 960 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 2,282 shares of iShares Biotechnology ETF worth $434K as of Q2 2026.
  • Keystone Financial Group (Kentucky) sold 75 iShares Biotechnology ETF shares in Q2 2026, an estimated $12.9K.
  • iShares Biotechnology ETF made up 0.03% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #354 holding.
  • Keystone Financial Group (Kentucky) first reported a position in iShares Biotechnology ETF in Q2 2019 and has held it in 19 quarters since.
  • Keystone Financial Group (Kentucky)'s iShares Biotechnology ETF position peaked at $450K in Q2 2020.
  • 960 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.