Oak Harbor Wealth Partners’s iShares Biotechnology ETF IBB Stock Holding History

Oak Harbor Wealth Partners’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	$31.9K	Sell	189 -4	-2%	-$684	0.01%	235
2025 Q4	$32.6K	Buy	193 +4	+2%	+$650	0.01%	230
2025 Q3	$27.3K	Hold	189	–	–	0.01%	225
2025 Q2	$23.9K	Hold	189	–	–	0.01%	221
2025 Q1	$24.2K	Hold	189	–	–	0.01%	228
2024 Q4	$25K	Hold	189	–	–	0.01%	204
2024 Q3	$27.5K	Hold	189	–	–	0.01%	198
2024 Q2	$25.9K	Hold	189	–	–	0.01%	195
2024 Q1	$25.9K	Hold	189	–	–	0.01%	200
2023 Q4	$25.7K	Hold	189	–	–	0.01%	197
2023 Q3	$23.1K	Hold	189	–	–	0.01%	198
2023 Q2	$24K	Hold	189	–	–	0.01%	206
2023 Q1	$24.4K	Hold	189	–	–	0.01%	199
2022 Q4	$24.8K	Hold	189	–	–	0.01%	194
2022 Q3	$22K	Hold	189	–	–	0.01%	190
2022 Q2	$22K	Hold	189	–	–	0.01%	188
2022 Q1	$25K	Hold	189	–	–	0.01%	201
2021 Q4	$29K	Buy	+189	New	+$29.3K	0.01%	206

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

Oak Harbor Wealth Partners's IBB Position: Q1 2026 in Review

Oak Harbor Wealth Partners reduced its iShares Biotechnology ETF (IBB) stake by 2.1% in Q1 2026, selling an estimated $684 and leaving 189 shares worth $31.9K. The position accounts for 0.01% of the portfolio, ranked #235.

Oak Harbor Wealth Partners first reported a position in IBB in Q4 2021 and has held it in 18 quarters since. The position peaked at $32.6K in Q4 2025. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

Oak Harbor Wealth Partners held 189 shares of iShares Biotechnology ETF worth $31.9K as of Q1 2026.
Oak Harbor Wealth Partners sold 4 iShares Biotechnology ETF shares in Q1 2026, an estimated $684.
iShares Biotechnology ETF made up 0.01% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #235 holding.
Oak Harbor Wealth Partners first reported a position in iShares Biotechnology ETF in Q4 2021 and has held it in 18 quarters since.
Oak Harbor Wealth Partners's iShares Biotechnology ETF position peaked at $32.6K in Q4 2025.
917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.