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MMBG Investment Advisors’s iShares Biotechnology ETF IBB Stock Holding History

MMBG Investment 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 		$7.16M Sell
37,637
-150
-0.4% -$25.8K 0.57% 31
2026
Q1 		$6.38M Sell
37,787
-320
-0.8% -$54.7K 0.59% 31
2025
Q4 		$6.43M Sell
38,107
-1,092
-3% -$177K 0.54% 36
2025
Q3 		$5.66M Sell
39,199
-3,150
-7% -$430K 0.5% 38
2025
Q2 		$5.36M Hold
42,349
– – 0.53% 37
2025
Q1 		$5.42M Buy
42,349
+25
+0.1% +$3.39K 0.61% 34
2024
Q4 		$5.6M Sell
42,324
-36,226
-46% -$5.09M 0.59% 33
2024
Q3 		$11.4M Hold
78,550
– – 1.19% 19
2024
Q2 		$10.8M Hold
78,550
– – 1.16% 19
2024
Q1 		$10.8M Hold
78,550
– – 1.14% 19
2023
Q4 		$10.7M Buy
78,550
+495
+0.6% +$60.4K 1.26% 17
2023
Q3 		$9.55M Sell
78,055
-4,970
-6% -$632K 1.2% 17
2023
Q2 		$10.5M Hold
83,025
– – 1.27% 15
2023
Q1 		$10.7M Hold
83,025
– – 1.36% 17
2022
Q4 		$10.9M Sell
83,025
-6,440
-7% -$832K 1.44% 20
2022
Q3 		$10.5M Hold
89,465
– – 1.4% 19
2022
Q2 		$10.5M Buy
89,465
+1,740
+2% +$207K 1.31% 22
2022
Q1 		$11.4M Buy
87,725
+2,690
+3% +$350K 1.19% 22
2021
Q4 		$13M Buy
+85,035
New +$13.2M 1.25% 21

Other funds holding IBB

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

MMBG Investment Advisors's IBB Position: Q2 2026 in Review

MMBG Investment Advisors reduced its iShares Biotechnology ETF (IBB) stake by 0.4% in Q2 2026, selling an estimated $25.8K and leaving 37,637 shares worth $7.16M. The position accounts for 0.57% of the portfolio, ranked #31.

MMBG Investment Advisors first reported a position in IBB in Q4 2021 and has held it in 19 quarters since. The position peaked at $13M in Q4 2021. 699 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • MMBG Investment Advisors held 37,637 shares of iShares Biotechnology ETF worth $7.16M as of Q2 2026.
  • MMBG Investment Advisors sold 150 iShares Biotechnology ETF shares in Q2 2026, an estimated $25.8K.
  • iShares Biotechnology ETF made up 0.57% of MMBG Investment Advisors's portfolio in Q2 2026, its #31 holding.
  • MMBG Investment Advisors first reported a position in iShares Biotechnology ETF in Q4 2021 and has held it in 19 quarters since.
  • MMBG Investment Advisors's iShares Biotechnology ETF position peaked at $13M in Q4 2021.
  • 699 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.