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Nations Financial Group’s iShares Biotechnology ETF IBB Stock Holding History

Nations Financial Group’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 		$523K Buy
2,749
+75
+3% +$12.9K 0.03% 533
2026
Q1 		$452K Sell
2,674
-2,336
-47% -$399K 0.02% 566
2025
Q4 		$846K Buy
5,010
+2,590
+107% +$421K 0.04% 395
2025
Q3 		$349K Sell
2,420
-283
-10% -$38.6K 0.02% 568
2025
Q2 		$342K Sell
2,703
-212
-7% -$26K 0.02% 538
2025
Q1 		$373K Sell
2,915
-165
-5% -$22.4K 0.03% 491
2024
Q4 		$407K Buy
3,080
+251
+9% +$35.3K 0.03% 491
2024
Q3 		$412K Sell
2,829
-114
-4% -$16.5K 0.03% 493
2024
Q2 		$404K Sell
2,943
-121
-4% -$16.2K 0.03% 466
2024
Q1 		$420K Sell
3,064
-649
-17% -$88.6K 0.04% 457
2023
Q4 		$504K Sell
3,713
-2,746
-43% -$335K 0.05% 389
2023
Q3 		$790K Buy
6,459
+1,725
+36% +$219K 0.08% 267
2023
Q2 		$601K Sell
4,734
-327
-6% -$42.5K 0.06% 342
2023
Q1 		$654K Sell
5,061
-150
-3% -$19.6K 0.07% 300
2022
Q4 		$684K Buy
5,211
+1
+0% +$129 0.08% 284
2022
Q3 		$609K Buy
5,210
+12
+0.2% +$1.49K 0.09% 249
2022
Q2 		$611K Buy
5,198
+70
+1% +$8.31K 0.08% 264
2022
Q1 		$668K Sell
5,128
-79
-2% -$10.3K 0.08% 266
2021
Q4 		$795K Sell
5,207
-100
-2% -$15.5K 0.1% 204
2021
Q3 		$858K Hold
5,307
– – 0.13% 180
2021
Q2 		$869K Buy
5,307
+1,000
+23% +$154K 0.15% 175
2021
Q1 		$649K Hold
4,307
– – 0.15% 182
2020
Q4 		$652K Buy
4,307
+1
+0% +$143 0.17% 159
2020
Q3 		$583K Hold
4,306
– – 0.18% 150
2020
Q2 		$589K Sell
4,306
-150
-3% -$19.1K 0.21% 138
2020
Q1 		$480K Buy
4,456
+40
+0.9% +$4.61K 0.2% 149
2019
Q4 		$532K Sell
4,416
-145
-3% -$16.2K 0.18% 164
2019
Q3 		$490K Sell
4,561
-149
-3% -$15.6K 0.18% 172
2019
Q2 		$514K Sell
4,710
-24
-0.5% -$2.55K 0.34% 84
2019
Q1 		$529K Hold
4,734
– – 0.36% 75
2018
Q4 		$457K Hold
4,734
– – 0.37% 78
2018
Q3 		$577K Hold
4,734
– – 0.41% 71
2018
Q2 		$520K Buy
4,734
+299
+7% +$32K 0.43% 69
2018
Q1 		$473K Sell
4,435
-150
-3% -$16.6K 0.43% 68
2017
Q4 		$490K Buy
4,585
+61
+1% +$6.52K 0.45% 69
2017
Q3 		$503K Buy
4,524
+249
+6% +$26.6K 0.49% 63
2017
Q2 		$442K Hold
4,275
– – 0.36% 83
2017
Q1 		$418K Buy
+4,275
New +$409K 0.41% 74

Other funds holding IBB

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

Nations Financial Group's IBB Position: Q2 2026 in Review

Nations Financial Group increased its iShares Biotechnology ETF (IBB) stake by 2.8% in Q2 2026, buying an estimated $12.9K and bringing the position to 2,749 shares worth $523K. The position accounts for 0.03% of the portfolio, ranked #533.

Nations Financial Group first reported a position in IBB in Q1 2017 and has held it in 38 quarters since. The position peaked at $869K in Q2 2021. 285 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Nations Financial Group held 2,749 shares of iShares Biotechnology ETF worth $523K as of Q2 2026.
  • Nations Financial Group bought 75 iShares Biotechnology ETF shares in Q2 2026, an estimated $12.9K.
  • iShares Biotechnology ETF made up 0.03% of Nations Financial Group's portfolio in Q2 2026, its #533 holding.
  • Nations Financial Group first reported a position in iShares Biotechnology ETF in Q1 2017 and has held it in 38 quarters since.
  • Nations Financial Group's iShares Biotechnology ETF position peaked at $869K in Q2 2021.
  • 285 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.