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Madrona Financial Services’s iShares Biotechnology ETF IBB Stock Holding History

Madrona Financial Services’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 		$246K Sell
1,294
-6
-0.5% -$1.03K 0.05% 121
2026
Q1 		$220K Hold
1,300
– – 0.05% 111
2025
Q4 		$219K Buy
+1,300
New +$211K 0.05% 115
2025
Q2 		– Sell
-81,150
Closed -$10.4M – 119
2025
Q1 		$10.4M Buy
81,150
+49,075
+153% +$6.65M 2.85% 10
2024
Q4 		$4.24M Buy
32,075
+28,457
+787% +$4M 1.15% 24
2024
Q3 		$527K Buy
3,618
+1,885
+109% +$273K 0.15% 57
2024
Q2 		$238K Buy
+1,733
New +$231K 0.07% 83
2022
Q4 		– Sell
-38,559
Closed -$4.51M – 83
2022
Q3 		$4.51M Buy
38,559
+211
+0.6% +$26.2K 2.79% 14
2022
Q2 		$4.51M Buy
38,348
+1,285
+3% +$153K 2.64% 14
2022
Q1 		$4.96M Buy
37,063
+15,281
+70% +$1.99M 2.43% 15
2021
Q4 		$3.32M Buy
21,782
+1,290
+6% +$200K 1.41% 20
2021
Q3 		$3.31M Buy
20,492
+970
+5% +$163K 1.57% 19
2021
Q2 		$3.19M Buy
19,522
+465
+2% +$71.6K 1.64% 18
2021
Q1 		$2.87M Buy
19,057
+1,655
+10% +$263K 1.47% 20
2020
Q4 		$2.64M Buy
17,402
+661
+4% +$94.5K 1.47% 19
2020
Q3 		$2.27M Buy
16,741
+1,631
+11% +$221K 1.42% 20
2020
Q2 		$2.06M Buy
+15,110
New +$1.93M 1.43% 20

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 22.96% 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

Madrona Financial Services's IBB Position: Q2 2026 in Review

Madrona Financial Services reduced its iShares Biotechnology ETF (IBB) stake by 0.46% in Q2 2026, selling an estimated $1.03K and leaving 1,294 shares worth $246K. The position accounts for 0.05% of the portfolio, ranked #121.

Madrona Financial Services first reported a position in IBB in Q2 2020 and has held it in 17 quarters since. The position peaked at $10.4M in Q1 2025. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Madrona Financial Services held 1,294 shares of iShares Biotechnology ETF worth $246K as of Q2 2026.
  • Madrona Financial Services sold 6 iShares Biotechnology ETF shares in Q2 2026, an estimated $1.03K.
  • iShares Biotechnology ETF made up 0.05% of Madrona Financial Services's portfolio in Q2 2026, its #121 holding.
  • Madrona Financial Services first reported a position in iShares Biotechnology ETF in Q2 2020 and has held it in 17 quarters since.
  • Madrona Financial Services's iShares Biotechnology ETF position peaked at $10.4M in Q1 2025.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.