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Laurel Oak Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Laurel Oak Wealth Management’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 		$266K Sell
1,399
-250
-15% -$43K 0.04% 304
2026
Q1 		$278K Buy
1,649
+145
+10% +$24.8K 0.05% 290
2025
Q4 		$254K Buy
+1,504
New +$244K 0.04% 297

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

Laurel Oak Wealth Management's IBB Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its iShares Biotechnology ETF (IBB) stake by 15% in Q2 2026, selling an estimated $43K and leaving 1,399 shares worth $266K. The position accounts for 0.04% of the portfolio, ranked #304.

Laurel Oak Wealth Management first reported a position in IBB in Q4 2025 and has held it in 3 quarters since. The position peaked at $278K in Q1 2026. 960 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Laurel Oak Wealth Management held 1,399 shares of iShares Biotechnology ETF worth $266K as of Q2 2026.
  • Laurel Oak Wealth Management sold 250 iShares Biotechnology ETF shares in Q2 2026, an estimated $43K.
  • iShares Biotechnology ETF made up 0.04% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #304 holding.
  • Laurel Oak Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's iShares Biotechnology ETF position peaked at $278K in Q1 2026.
  • 960 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.