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Mount Yale Investment Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Mount Yale 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 		$1.7M Buy
8,939
+485
+6% +$83.4K 0.03% 450
2026
Q1 		$1.43M Buy
8,454
+2,239
+36% +$383K 0.03% 449
2025
Q4 		$1.05M Buy
6,215
+3,739
+151% +$607K 0.05% 307
2025
Q3 		$358K Buy
2,476
+2,452
+10,217% +$335K 0.02% 482
2025
Q2 		$3.05K Buy
+24
New +$2.95K ﹤0.01% 1287

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Mount Yale Investment Advisors's IBB Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its iShares Biotechnology ETF (IBB) stake by 5.7% in Q2 2026, buying an estimated $83.4K and bringing the position to 8,939 shares worth $1.7M. The position accounts for 0.03% of the portfolio, ranked #450.

Mount Yale Investment Advisors first reported a position in IBB in Q2 2025 and has held it in 5 quarters since. 960 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Mount Yale Investment Advisors held 8,939 shares of iShares Biotechnology ETF worth $1.7M as of Q2 2026.
  • Mount Yale Investment Advisors bought 485 iShares Biotechnology ETF shares in Q2 2026, an estimated $83.4K.
  • iShares Biotechnology ETF made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #450 holding.
  • Mount Yale Investment Advisors first reported a position in iShares Biotechnology ETF in Q2 2025 and has held it in 5 quarters since.
  • 960 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.