Monument Capital Management’s iShares Biotechnology ETF IBB Stock Holding History

Monument Capital 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
2026 Q3	$6.08M	Buy	+28,887	New	+$5.8M	1.27%	13

Other funds holding IBB

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Monument Capital Management's IBB Position: Q3 2026 in Review

Monument Capital Management opened a new position in iShares Biotechnology ETF (IBB) in Q3 2026: 28,887 shares worth $6.08M. The stake represents 1.27% of the portfolio and ranks #13 among its holdings.

37 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

Monument Capital Management held 28,887 shares of iShares Biotechnology ETF worth $6.08M as of Q3 2026.
iShares Biotechnology ETF was a new Monument Capital Management position in Q3 2026.
iShares Biotechnology ETF made up 1.27% of Monument Capital Management's portfolio in Q3 2026, its #13 holding.
37 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on Monument Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.