Lugano Financial Advisors SA (LFA)’s iShares Biotechnology ETF IBB Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$228K	Hold	1,200	–	–	0.14%	74
2026 Q1	$203K	Hold	1,200	–	–	0.1%	79
2025 Q4	$203K	Hold	1,200	–	–	0.1%	80
2025 Q3	$173K	Hold	1,200	–	–	0.09%	85
2025 Q2	$152K	Hold	1,200	–	–	0.09%	89
2025 Q1	$153K	Hold	1,200	–	–	0.1%	83
2024 Q4	$159K	Hold	1,200	–	–	0.1%	84
2024 Q3	$175K	Hold	1,200	–	–	0.12%	81
2024 Q2	$165K	Hold	1,200	–	–	0.13%	73
2024 Q1	$165K	Buy	+1,200	New	+$164K	0.12%	80
2023 Q4	–	Sell	-1,200	Closed	-$147K	–	192
2023 Q3	$147K	Hold	1,200	–	–	0.13%	68
2023 Q2	$152K	Buy	+1,200	New	+$156K	0.1%	82
2022 Q3	–	Sell	-54	Closed	-$6K	–	125
2022 Q2	$6K	Hold	54	–	–	﹤0.01%	124
2022 Q1	$6K	Hold	54	–	–	﹤0.01%	105
2021 Q4	$8K	Hold	54	–	–	﹤0.01%	113
2021 Q3	$9K	Buy	+54	New	+$9.09K	0.01%	97
2019 Q1	–	Sell	-440	Closed	-$54K	–	153
2018 Q4	$54K	Hold	440	–	–	0.04%	128
2018 Q3	$54K	Hold	440	–	–	0.04%	128
2018 Q2	$48K	Buy	+440	New	+$47.1K	0.05%	100

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

Lugano Financial Advisors SA (LFA)'s IBB Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 1,200 shares worth $228K. The position accounts for 0.14% of the portfolio, ranked #74.

Lugano Financial Advisors SA (LFA) first reported a position in IBB in Q2 2018 and has held it in 19 quarters since. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 1,200 shares of iShares Biotechnology ETF worth $228K as of Q2 2026.
Lugano Financial Advisors SA (LFA) left its iShares Biotechnology ETF share count unchanged in Q2 2026.
iShares Biotechnology ETF made up 0.14% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #74 holding.
Lugano Financial Advisors SA (LFA) first reported a position in iShares Biotechnology ETF in Q2 2018 and has held it in 19 quarters since.
954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.