MGB Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

MGB 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
2025 Q4	$371K	Hold	2,200	–	–	0.11%	157
2025 Q3	$318K	Hold	2,200	–	–	0.09%	171
2025 Q2	$278K	Hold	2,200	–	–	0.09%	178
2025 Q1	$281K	Sell	2,200 -600	-21%	-$81.4K	0.1%	175
2024 Q4	$370K	Sell	2,800 -1,604	-36%	-$225K	0.11%	143
2024 Q3	$641K	Sell	4,404 -1	-0%	-$145	0.23%	95
2024 Q2	$638K	Hold	4,405	–	–	0.24%	92
2024 Q1	$605K	Hold	4,405	–	–	0.25%	96
2023 Q4	$599K	Buy	+4,405	New	+$537K	0.3%	88

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MGB Wealth Management's IBB Position: Q4 2025 in Review

MGB Wealth Management held its iShares Biotechnology ETF (IBB) position steady in Q4 2025 at 2,200 shares worth $371K. The position accounts for 0.11% of the portfolio, ranked #157.

MGB Wealth Management first reported a position in IBB in Q4 2023 and has held it in 9 quarters since. The position peaked at $641K in Q3 2024. 955 funds tracked by Wall St. Rank hold IBB as of Q4 2025.

MGB Wealth Management held 2,200 shares of iShares Biotechnology ETF worth $371K as of Q4 2025.
MGB Wealth Management left its iShares Biotechnology ETF share count unchanged in Q4 2025.
iShares Biotechnology ETF made up 0.11% of MGB Wealth Management's portfolio in Q4 2025, its #157 holding.
MGB Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's iShares Biotechnology ETF position peaked at $641K in Q3 2024.
955 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.