My Personal CFO LLC’s iShares Biotechnology ETF IBB Stock Holding History

My Personal CFO LLC’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	$616K	Hold	3,240	–	–	0.24%	54
2026 Q1	$547K	Sell	3,240 -900	-22%	-$154K	0.24%	56
2025 Q4	$699K	Buy	+4,140	New	+$672K	0.29%	53
2025 Q3	–	Sell	-5,140	Closed	-$650K	–	123
2025 Q2	$650K	Hold	5,140	–	–	0.3%	52
2025 Q1	$657K	Hold	5,140	–	–	0.33%	52
2024 Q4	$680K	Sell	5,140 -1,500	-23%	-$211K	0.35%	51
2024 Q3	$967K	Hold	6,640	–	–	0.53%	40
2024 Q2	$911K	Hold	6,640	–	–	0.49%	42
2024 Q1	$911K	Sell	6,640 -15	-0.2%	-$2.05K	0.53%	43
2023 Q4	$904K	Sell	6,655 -13	-0.2%	-$1.59K	0.59%	42
2023 Q3	$815K	Hold	6,668	–	–	0.66%	39
2023 Q2	$847K	Buy	6,668 +15	+0.2%	+$1.95K	0.66%	39
2023 Q1	$859K	Buy	6,653 +6,647	+110,783%	+$870K	0.73%	36
2022 Q4	$872K	Hold	6	–	–	0.8%	29
2022 Q3	$787K	Sell	6 -6,634	-100%	-$824K	1.2%	22
2022 Q2	$781K	Hold	6,640	–	–	1%	26
2022 Q1	$865K	Hold	6,640	–	–	0.9%	27
2021 Q4	$1.01M	Buy	+6,640	New	+$1.03M	0.88%	27

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

My Personal CFO LLC's IBB Position: Q2 2026 in Review

My Personal CFO LLC held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 3,240 shares worth $616K. The position accounts for 0.24% of the portfolio, ranked #54.

My Personal CFO LLC first reported a position in IBB in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.01M in Q4 2021. 956 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

My Personal CFO LLC held 3,240 shares of iShares Biotechnology ETF worth $616K as of Q2 2026.
My Personal CFO LLC left its iShares Biotechnology ETF share count unchanged in Q2 2026.
iShares Biotechnology ETF made up 0.24% of My Personal CFO LLC's portfolio in Q2 2026, its #54 holding.
My Personal CFO LLC first reported a position in iShares Biotechnology ETF in Q4 2021 and has held it in 18 quarters since.
My Personal CFO LLC's iShares Biotechnology ETF position peaked at $1.01M in Q4 2021.
956 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.