Mather Group’s iShares Biotechnology ETF IBB Stock Holding History

Mather Group’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	$80.5K	Hold	423	–	–	﹤0.01%	994
2026 Q1	$71.4K	Buy	+423	New	+$72.3K	﹤0.01%	974
2025 Q4	–	Sell	-423	Closed	-$61.1K	–	1094
2025 Q3	$61.1K	Buy	+423	New	+$57.7K	﹤0.01%	865
2025 Q2	–	Sell	-423	Closed	-$54.1K	–	1110
2025 Q1	$54.1K	Hold	423	–	–	﹤0.01%	885
2024 Q4	$55.9K	Hold	423	–	–	﹤0.01%	852
2024 Q3	$61.6K	Sell	423 -530	-56%	-$76.7K	﹤0.01%	839
2024 Q2	$131K	Buy	953 +530	+125%	+$70.8K	﹤0.01%	730
2024 Q1	$57.5K	Buy	+423	New	+$57.8K	﹤0.01%	842

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

Mather Group's IBB Position: Q2 2026 in Review

Mather Group held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 423 shares worth $80.5K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

Mather Group first reported a position in IBB in Q1 2024 and has held it in 8 quarters since. The position peaked at $131K in Q2 2024. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Mather Group held 423 shares of iShares Biotechnology ETF worth $80.5K as of Q2 2026.
Mather Group left its iShares Biotechnology ETF share count unchanged in Q2 2026.
iShares Biotechnology ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #994 holding.
Mather Group first reported a position in iShares Biotechnology ETF in Q1 2024 and has held it in 8 quarters since.
Mather Group's iShares Biotechnology ETF position peaked at $131K in Q2 2024.
954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.