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 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 $1.37T 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

Phillips Financial Management's IBB Position: Q1 2026 in Review

Phillips Financial Management held its iShares Biotechnology ETF (IBB) position steady in Q1 2026 at 121 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

Phillips Financial Management first reported a position in IBB in Q3 2022 and has held it in 15 quarters since. The position peaked at $36.1K in Q4 2022. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

Phillips Financial Management held 121 shares of iShares Biotechnology ETF worth $20.4K as of Q1 2026.
Phillips Financial Management left its iShares Biotechnology ETF share count unchanged in Q1 2026.
iShares Biotechnology ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q1 2026, its #259 holding.
Phillips Financial Management first reported a position in iShares Biotechnology ETF in Q3 2022 and has held it in 15 quarters since.
Phillips Financial Management's iShares Biotechnology ETF position peaked at $36.1K in Q4 2022.
917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.