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Pacific Sun Financial’s iShares Biotechnology ETF IBB Stock Holding History

Pacific Sun Financial’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 		$539K Sell
2,833
-600
-17% -$103K 0.22% 130
2026
Q1 		$580K Buy
3,433
+10
+0.3% +$1.71K 0.28% 112
2025
Q4 		$578K Sell
3,423
-674
-16% -$109K 0.28% 105
2025
Q3 		$591K Sell
4,097
-170
-4% -$23.2K 0.29% 102
2025
Q2 		$540K Sell
4,267
-110
-3% -$13.5K 0.28% 108
2025
Q1 		$560K Sell
4,377
-415
-9% -$56.3K 0.32% 94
2024
Q4 		$634K Sell
4,792
-355
-7% -$49.9K 0.35% 89
2024
Q3 		$749K Sell
5,147
-690
-12% -$99.8K 0.41% 74
2024
Q2 		$801K Sell
5,837
-460
-7% -$61.4K 0.47% 63
2024
Q1 		$864K Sell
6,297
-115
-2% -$15.7K 0.5% 60
2023
Q4 		$871K Sell
6,412
-685
-10% -$83.6K 0.55% 56
2023
Q3 		$868K Sell
7,097
-750
-10% -$95.4K 0.6% 51
2023
Q2 		$1.01M Buy
+7,847
New +$1.02M 0.68% 44
2022
Q4 		$1.04M Sell
7,937
-255
-3% -$33K 0.73% 38
2022
Q3 		$958K Sell
8,192
-345
-4% -$42.8K 0.67% 44
2022
Q2 		$1M Sell
8,537
-240
-3% -$28.5K 0.66% 44
2022
Q1 		$1.14M Sell
8,777
-140
-2% -$18.2K 0.63% 50
2021
Q4 		$1.36M Sell
8,917
-142
-2% -$22K 0.73% 43
2021
Q3 		$1.47M Buy
+9,059
New +$1.52M 0.84% 37
2020
Q3 		$1.22M Buy
9,029
+725
+9% +$98.4K 1.02% 28
2020
Q2 		$1.14M Sell
8,304
-285
-3% -$36.3K 1.02% 28
2020
Q1 		$925K Buy
8,589
+185
+2% +$21.3K 1.06% 27
2019
Q4 		$1.01M Sell
8,404
-350
-4% -$39K 0.89% 37
2019
Q3 		$871K Sell
8,754
-175
-2% -$18.3K 0.82% 47
2019
Q2 		$974K Buy
+8,929
New +$950K 0.93% 38
2018
Q2 		$1.09M Buy
9,209
+342
+4% +$36.6K 1.12% 26
2018
Q1 		$946K Buy
+8,867
New +$983K 1.25% 25

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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Pacific Sun Financial's IBB Position: Q2 2026 in Review

Pacific Sun Financial reduced its iShares Biotechnology ETF (IBB) stake by 17% in Q2 2026, selling an estimated $103K and leaving 2,833 shares worth $539K. The position accounts for 0.22% of the portfolio, ranked #130.

Pacific Sun Financial first reported a position in IBB in Q1 2018 and has held it in 27 quarters since. The position peaked at $1.47M in Q3 2021. 956 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Pacific Sun Financial held 2,833 shares of iShares Biotechnology ETF worth $539K as of Q2 2026.
  • Pacific Sun Financial sold 600 iShares Biotechnology ETF shares in Q2 2026, an estimated $103K.
  • iShares Biotechnology ETF made up 0.22% of Pacific Sun Financial's portfolio in Q2 2026, its #130 holding.
  • Pacific Sun Financial first reported a position in iShares Biotechnology ETF in Q1 2018 and has held it in 27 quarters since.
  • Pacific Sun Financial's iShares Biotechnology ETF position peaked at $1.47M in Q3 2021.
  • 956 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.