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Pinnacle Wealth Management Advisory Group’s iShares Biotechnology ETF IBB Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$983K Sell
5,168
-377
-7% -$64.8K 0.06% 183
2026
Q1 		$936K Sell
5,545
-124
-2% -$21.2K 0.06% 180
2025
Q4 		$957K Buy
5,669
+3,417
+152% +$555K 0.07% 173
2025
Q3 		$325K Sell
2,252
-200
-8% -$27.3K 0.02% 294
2025
Q2 		$310K Sell
2,452
-409
-14% -$50.2K 0.03% 289
2025
Q1 		$366K Sell
2,861
-173
-6% -$23.5K 0.03% 253
2024
Q4 		$401K Buy
3,034
+1,103
+57% +$155K 0.04% 234
2024
Q3 		$281K Hold
1,931
– – 0.03% 295
2024
Q2 		$265K Hold
1,931
– – 0.03% 286
2024
Q1 		$265K Hold
1,931
– – 0.03% 285
2023
Q4 		$262K Buy
1,931
+148
+8% +$18.1K 0.03% 274
2023
Q3 		$218K Sell
1,783
-65
-4% -$8.27K 0.03% 285
2023
Q2 		$235K Buy
1,848
+20
+1% +$2.6K 0.03% 286
2023
Q1 		$236K Hold
1,828
– – 0.03% 272
2022
Q4 		$240K Buy
1,828
+65
+4% +$8.4K 0.04% 257
2022
Q3 		$206K Hold
1,763
– – 0.03% 256
2022
Q2 		$207K Sell
1,763
-90
-5% -$10.7K 0.03% 269
2022
Q1 		$241K Sell
1,853
-15
-0.8% -$1.95K 0.03% 250
2021
Q4 		$285K Buy
1,868
+185
+11% +$28.6K 0.05% 219
2021
Q3 		$272K Buy
1,683
+10
+0.6% +$1.68K 0.06% 189
2021
Q2 		$274K Hold
1,673
– – 0.06% 188
2021
Q1 		$252K Hold
1,673
– – 0.07% 163
2020
Q4 		$253K Sell
1,673
-785
-32% -$112K 0.08% 161
2020
Q3 		$333K Sell
2,458
-5
-0.2% -$678 0.12% 135
2020
Q2 		$337K Sell
2,463
-2,699
-52% -$344K 0.13% 132
2020
Q1 		$556K Sell
5,162
-1,308
-20% -$151K 0.27% 88
2019
Q4 		$780K Hold
6,470
– – 0.29% 91
2019
Q3 		$644K Buy
6,470
+225
+4% +$23.6K 0.27% 92
2019
Q2 		$681K Buy
6,245
+3,700
+145% +$394K 0.29% 89
2019
Q1 		$285K Hold
2,545
– – 0.13% 145
2018
Q4 		$245K Buy
2,545
+250
+11% +$26.5K 0.13% 138
2018
Q3 		$280K Hold
2,295
– – 0.14% 125
2018
Q2 		$252K Hold
2,295
– – 0.14% 121
2018
Q1 		$245K Sell
2,295
-350
-13% -$38.8K 0.14% 122
2017
Q4 		$282K Sell
2,645
-25
-0.9% -$2.67K 0.16% 118
2017
Q3 		$297K Hold
2,670
– – 0.17% 117
2017
Q2 		$276K Buy
2,670
+30
+1% +$2.96K 0.17% 119
2017
Q1 		$258K Sell
2,640
-600
-19% -$57.4K 0.18% 112
2016
Q4 		$287K Buy
+3,240
New +$295K 0.21% 100

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

Pinnacle Wealth Management Advisory Group's IBB Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its iShares Biotechnology ETF (IBB) stake by 6.8% in Q2 2026, selling an estimated $64.8K and leaving 5,168 shares worth $983K. The position accounts for 0.06% of the portfolio, ranked #183.

Pinnacle Wealth Management Advisory Group first reported a position in IBB in Q4 2016 and has held it in 39 quarters since. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 5,168 shares of iShares Biotechnology ETF worth $983K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group sold 377 iShares Biotechnology ETF shares in Q2 2026, an estimated $64.8K.
  • iShares Biotechnology ETF made up 0.06% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #183 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in iShares Biotechnology ETF in Q4 2016 and has held it in 39 quarters since.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.