Phillips Financial Management’s iShares Biotechnology ETF IBB Stock Holding History

Phillips Financial 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	–	Sell	-121	Closed	-$20.4K	–	299
2026 Q1	$20.4K	Hold	121	–	–	﹤0.01%	259
2025 Q4	$20.4K	Sell	121 -75	-38%	-$12.2K	﹤0.01%	275
2025 Q3	$28.3K	Hold	196	–	–	﹤0.01%	269
2025 Q2	$24.8K	Hold	196	–	–	﹤0.01%	243
2025 Q1	$25.1K	Hold	196	–	–	﹤0.01%	233
2024 Q4	$25.9K	Hold	196	–	–	﹤0.01%	226
2024 Q3	$28.5K	Hold	196	–	–	﹤0.01%	229
2024 Q2	$26.9K	Hold	196	–	–	﹤0.01%	229
2024 Q1	$26.9K	Sell	196 -54	-22%	-$7.38K	﹤0.01%	219
2023 Q4	$34K	Buy	250 +54	+28%	+$6.59K	﹤0.01%	203
2023 Q3	$24K	Hold	196	–	–	﹤0.01%	205
2023 Q2	$24.9K	Sell	196 -79	-29%	-$10.3K	﹤0.01%	201
2023 Q1	$35.5K	Hold	275	–	–	﹤0.01%	201
2022 Q4	$36.1K	Hold	275	–	–	﹤0.01%	191
2022 Q3	$32K	Buy	+275	New	+$34.1K	﹤0.01%	184

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

Phillips Financial Management's IBB Position: Q2 2026 in Review

Phillips Financial Management sold out of iShares Biotechnology ETF (IBB) in Q2 2026, closing a stake of 121 shares — an estimated $20.4K sold.

Phillips Financial Management first reported a position in IBB in Q3 2022 and held it in 15 quarters. The position peaked at $36.1K in Q4 2022. 956 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Phillips Financial Management reported no remaining iShares Biotechnology ETF position as of Q2 2026 after selling out during the quarter.
Phillips Financial Management sold 121 iShares Biotechnology ETF shares in Q2 2026, an estimated $20.4K.
Phillips Financial Management first reported a position in iShares Biotechnology ETF in Q3 2022 and held it in 15 quarters.
Phillips Financial Management's iShares Biotechnology ETF position peaked at $36.1K in Q4 2022.
956 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.