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Northstar Advisory Group’s iShares Biotechnology ETF IBB Stock Holding History

Northstar Advisory 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
Q1 		– Sell
-8,328
Closed -$1.41M – 127
2025
Q4 		$1.41M Buy
+8,328
New +$1.35M 0.5% 54

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northstar Advisory Group's IBB Position: Q1 2026 in Review

Northstar Advisory Group sold out of iShares Biotechnology ETF (IBB) in Q1 2026, closing a stake of 8,328 shares — an estimated $1.41M sold.

Northstar Advisory Group first reported a position in IBB in Q4 2025 and held it in 1 quarter. The position peaked at $1.41M in Q4 2025. 921 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Northstar Advisory Group reported no remaining iShares Biotechnology ETF position as of Q1 2026 after selling out during the quarter.
  • Northstar Advisory Group sold 8,328 iShares Biotechnology ETF shares in Q1 2026, an estimated $1.41M.
  • Northstar Advisory Group first reported a position in iShares Biotechnology ETF in Q4 2025 and held it in 1 quarter.
  • Northstar Advisory Group's iShares Biotechnology ETF position peaked at $1.41M in Q4 2025.
  • 921 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Northstar Advisory Group's 13F filing for Q1 2026, filed 8 Apr 2026.