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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mount Yale Investment Advisors's IBB Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its iShares Biotechnology ETF (IBB) stake by 36% in Q1 2026, buying an estimated $383K and bringing the position to 8,454 shares worth $1.43M. The position accounts for 0.03% of the portfolio, ranked #449.

Mount Yale Investment Advisors first reported a position in IBB in Q2 2025 and has held it in 4 quarters since. 921 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Mount Yale Investment Advisors held 8,454 shares of iShares Biotechnology ETF worth $1.43M as of Q1 2026.
  • Mount Yale Investment Advisors bought 2,239 iShares Biotechnology ETF shares in Q1 2026, an estimated $383K.
  • iShares Biotechnology ETF made up 0.03% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #449 holding.
  • Mount Yale Investment Advisors first reported a position in iShares Biotechnology ETF in Q2 2025 and has held it in 4 quarters since.
  • 921 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.