Monograph Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Monograph Wealth 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 Q1	$709K	Hold	4,200	–	–	0.07%	70
2025 Q4	$709K	Hold	4,200	–	–	0.07%	75
2025 Q3	$606K	Hold	4,200	–	–	0.06%	79
2025 Q2	$531K	Hold	4,200	–	–	0.07%	71
2025 Q1	$537K	Hold	4,200	–	–	0.07%	70
2024 Q4	$555K	Hold	4,200	–	–	0.07%	67
2024 Q3	$612K	Sell	4,200 -10	-0.2%	-$1.45K	0.08%	66
2024 Q2	$578K	Hold	4,210	–	–	0.08%	60
2024 Q1	$578K	Hold	4,210	–	–	0.08%	89
2023 Q4	$572K	Hold	4,210	–	–	0.1%	52
2023 Q3	$515K	Hold	4,210	–	–	0.1%	68
2023 Q2	$535K	Hold	4,210	–	–	0.11%	44
2023 Q1	$544K	Hold	4,210	–	–	0.13%	42
2022 Q4	$553K	Hold	4,210	–	–	0.15%	48
2022 Q3	$492K	Buy	4,210 +10	+0.2%	+$1.24K	0.16%	41
2022 Q2	$494K	Hold	4,200	–	–	0.14%	41
2022 Q1	$547K	Hold	4,200	–	–	0.14%	49
2021 Q4	$641K	Buy	+4,200	New	+$650K	0.16%	42

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Monograph Wealth Advisors's IBB Position: Q1 2026 in Review

Monograph Wealth Advisors held its iShares Biotechnology ETF (IBB) position steady in Q1 2026 at 4,200 shares worth $709K. The position accounts for 0.07% of the portfolio, ranked #70.

Monograph Wealth Advisors first reported a position in IBB in Q4 2021 and has held it in 18 quarters since. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

Monograph Wealth Advisors held 4,200 shares of iShares Biotechnology ETF worth $709K as of Q1 2026.
Monograph Wealth Advisors left its iShares Biotechnology ETF share count unchanged in Q1 2026.
iShares Biotechnology ETF made up 0.07% of Monograph Wealth Advisors's portfolio in Q1 2026, its #70 holding.
Monograph Wealth Advisors first reported a position in iShares Biotechnology ETF in Q4 2021 and has held it in 18 quarters since.
917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.