Objective Capital Management’s iShares Biotechnology ETF IBB Stock Holding History

Objective Capital Management’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	$279K	Sell	1,467 -348	-19%	-$59.8K	0.25%	80
2026 Q1	$306K	Hold	1,815	–	–	0.31%	67
2025 Q4	$306K	Hold	1,815	–	–	0.31%	68
2025 Q3	$262K	Hold	1,815	–	–	0.27%	74
2025 Q2	$230K	Sell	1,815 -615	-25%	-$75.5K	0.26%	74
2025 Q1	$311K	Sell	2,430 -30	-1%	-$4.07K	0.4%	60
2024 Q4	$325K	Sell	2,460 -600	-20%	-$84.3K	0.22%	100
2024 Q3	$445K	Buy	+3,060	New	+$443K	0.26%	83
2024 Q1	$399K	Buy	2,909 +101	+4%	+$13.8K	0.27%	80
2023 Q4	$382K	Buy	2,808 +650	+30%	+$79.3K	0.29%	74
2023 Q3	$264K	Hold	2,158	–	–	0.23%	84
2023 Q2	$274K	Buy	2,158 +12	+0.6%	+$1.56K	0.24%	77
2023 Q1	$277K	Buy	2,146 +38	+2%	+$4.97K	0.25%	73
2022 Q4	$277K	Hold	2,108	–	–	0.28%	74
2022 Q3	$247K	Hold	2,108	–	–	0.26%	75
2022 Q2	$248K	Sell	2,108 -1,071	-34%	-$127K	0.25%	78
2022 Q1	$414K	Buy	3,179 +1	+0%	+$130	0.32%	71
2021 Q4	$485K	Buy	+3,178	New	+$492K	0.34%	63

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

Objective Capital Management's IBB Position: Q2 2026 in Review

Objective Capital Management reduced its iShares Biotechnology ETF (IBB) stake by 19% in Q2 2026, selling an estimated $59.8K and leaving 1,467 shares worth $279K. The position accounts for 0.25% of the portfolio, ranked #80.

Objective Capital Management first reported a position in IBB in Q4 2021 and has held it in 18 quarters since. The position peaked at $485K in Q4 2021. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Objective Capital Management held 1,467 shares of iShares Biotechnology ETF worth $279K as of Q2 2026.
Objective Capital Management sold 348 iShares Biotechnology ETF shares in Q2 2026, an estimated $59.8K.
iShares Biotechnology ETF made up 0.25% of Objective Capital Management's portfolio in Q2 2026, its #80 holding.
Objective Capital Management first reported a position in iShares Biotechnology ETF in Q4 2021 and has held it in 18 quarters since.
Objective Capital Management's iShares Biotechnology ETF position peaked at $485K in Q4 2021.
954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Objective Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.