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 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 $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

My Personal CFO LLC's IBB Position: Q1 2026 in Review

My Personal CFO LLC reduced its iShares Biotechnology ETF (IBB) stake by 22% in Q1 2026, selling an estimated $154K and leaving 3,240 shares worth $547K. The position accounts for 0.24% of the portfolio, ranked #56.

My Personal CFO LLC first reported a position in IBB in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.01M in Q4 2021. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

My Personal CFO LLC held 3,240 shares of iShares Biotechnology ETF worth $547K as of Q1 2026.
My Personal CFO LLC sold 900 iShares Biotechnology ETF shares in Q1 2026, an estimated $154K.
iShares Biotechnology ETF made up 0.24% of My Personal CFO LLC's portfolio in Q1 2026, its #56 holding.
My Personal CFO LLC first reported a position in iShares Biotechnology ETF in Q4 2021 and has held it in 17 quarters since.
My Personal CFO LLC's iShares Biotechnology ETF position peaked at $1.01M in Q4 2021.
917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on My Personal CFO LLC's 13F filing for Q1 2026, filed 22 Apr 2026.