LM Advisors’s iShares Biotechnology ETF IBB Stock Holding History

LM Advisors’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	$1.26M	Buy	6,624 +5,515	+497%	+$948K	0.15%	95
2026 Q1	$6.57K	Hold	1,109	–	–	0.1%	115
2025 Q4	$6.57K	Sell	1,109 -5,460	-83%	-$887K	0.12%	106
2025 Q3	$948K	Hold	6,569	–	–	0.14%	93
2025 Q2	$831K	Sell	6,569 -210	-3%	-$25.8K	0.11%	97
2025 Q1	$867K	Sell	6,779 -140	-2%	-$19K	0.16%	101
2024 Q4	$915K	Buy	6,919 +245	+4%	+$34.4K	0.16%	90
2024 Q3	$845K	Sell	6,674 -1,113	-14%	-$161K	0.17%	86
2024 Q2	$950K	Sell	7,787 -210	-3%	-$28K	﹤0.01%	95
2024 Q1	$978K	Sell	7,997 -1,482	-16%	-$202K	0.16%	96
2023 Q4	$1.29M	Buy	+9,479	New	+$1.16M	0.26%	67

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

LM Advisors's IBB Position: Q2 2026 in Review

LM Advisors increased its iShares Biotechnology ETF (IBB) stake by 497% in Q2 2026, buying an estimated $948K and bringing the position to 6,624 shares worth $1.26M. The position accounts for 0.15% of the portfolio, ranked #95.

LM Advisors first reported a position in IBB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.29M in Q4 2023. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

LM Advisors held 6,624 shares of iShares Biotechnology ETF worth $1.26M as of Q2 2026.
LM Advisors bought 5,515 iShares Biotechnology ETF shares in Q2 2026, an estimated $948K.
iShares Biotechnology ETF made up 0.15% of LM Advisors's portfolio in Q2 2026, its #95 holding.
LM Advisors first reported a position in iShares Biotechnology ETF in Q4 2023 and has held it in 11 quarters since.
LM Advisors's iShares Biotechnology ETF position peaked at $1.29M in Q4 2023.
954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.