Moody Lynn & Lieberson’s iShares Biotechnology ETF IBB Stock Holding History

Moody Lynn & Lieberson’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	$1.05M	Sell	5,525 -9,901	-64%	-$1.7M	0.06%	120
2026 Q1	$2.6M	Sell	15,426 -405	-3%	-$69.3K	0.15%	74
2025 Q4	$2.67M	Buy	15,831 +10,426	+193%	+$1.69M	0.14%	74
2025 Q3	$780K	Hold	5,405	–	–	0.04%	136
2025 Q2	$684K	Hold	5,405	–	–	0.04%	153
2025 Q1	$691K	Hold	5,405	–	–	0.04%	143
2024 Q4	$715K	Sell	5,405 -1,600	-23%	-$225K	0.04%	141
2024 Q3	$1.02M	Hold	7,005	–	–	0.06%	130
2024 Q2	$962K	Sell	7,005 -600	-8%	-$80.1K	0.06%	121
2024 Q1	$1.04M	Sell	7,605 -300	-4%	-$41K	0.07%	115
2023 Q4	$1.07M	Sell	7,905 -1,100	-12%	-$134K	0.08%	114
2023 Q3	$1.1M	Sell	9,005 -2,500	-22%	-$318K	0.09%	101
2023 Q2	$1.46M	Hold	11,505	–	–	0.12%	89
2023 Q1	$1.49M	Hold	11,505	–	–	0.13%	91
2022 Q4	$1.51M	Hold	11,505	–	–	0.14%	93
2022 Q3	$1.35M	Sell	11,505 -165	-1%	-$20.5K	0.13%	93
2022 Q2	$1.37M	Sell	11,670 -13,850	-54%	-$1.64M	0.12%	96
2022 Q1	$3.33M	Buy	25,520 +14,695	+136%	+$1.91M	0.24%	74
2021 Q4	$1.65M	Hold	10,825	–	–	0.11%	98
2021 Q3	$1.75M	Hold	10,825	–	–	0.13%	92
2021 Q2	$1.77M	Hold	10,825	–	–	0.13%	90
2021 Q1	$1.63M	Hold	10,825	–	–	0.14%	91
2020 Q4	$1.64M	Hold	10,825	–	–	0.14%	90
2020 Q3	$1.47M	Hold	10,825	–	–	0.15%	86
2020 Q2	$1.48M	Hold	10,825	–	–	0.16%	82
2020 Q1	$1.17M	Hold	10,825	–	–	0.16%	73
2019 Q4	$1.3M	Hold	10,825	–	–	0.13%	105
2019 Q3	$1.08M	Hold	10,825	–	–	0.12%	93
2019 Q2	$1.18M	Hold	10,825	–	–	0.13%	95
2019 Q1	$1.21M	Hold	10,825	–	–	0.14%	90
2018 Q4	$1.04M	Hold	10,825	–	–	0.14%	92
2018 Q3	$1.32M	Hold	10,825	–	–	0.14%	95
2018 Q2	$1.19M	Sell	10,825 -160	-1%	-$17.1K	0.14%	98
2018 Q1	$1.17M	Sell	10,985 -700	-6%	-$77.6K	0.14%	95
2017 Q4	$1.36M	Sell	11,685 -21	-0.2%	-$2.25K	0.15%	93
2017 Q3	$1.3M	Buy	11,706 +21	+0.2%	+$2.24K	0.16%	96
2017 Q2	$1.21M	Buy	11,685 +6,855	+142%	+$675K	0.16%	90
2017 Q1	$472K	Hold	4,830	–	–	0.07%	125
2016 Q4	$427K	Buy	+4,830	New	+$440K	0.06%	130

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

Moody Lynn & Lieberson's IBB Position: Q2 2026 in Review

Moody Lynn & Lieberson reduced its iShares Biotechnology ETF (IBB) stake by 64% in Q2 2026, selling an estimated $1.7M and leaving 5,525 shares worth $1.05M. The position accounts for 0.06% of the portfolio, ranked #120.

Moody Lynn & Lieberson first reported a position in IBB in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.33M in Q1 2022. 956 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Moody Lynn & Lieberson held 5,525 shares of iShares Biotechnology ETF worth $1.05M as of Q2 2026.
Moody Lynn & Lieberson sold 9,901 iShares Biotechnology ETF shares in Q2 2026, an estimated $1.7M.
iShares Biotechnology ETF made up 0.06% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #120 holding.
Moody Lynn & Lieberson first reported a position in iShares Biotechnology ETF in Q4 2016 and has held it in 39 quarters since.
Moody Lynn & Lieberson's iShares Biotechnology ETF position peaked at $3.33M in Q1 2022.
956 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.