PS
IBB icon

Principal Securities’s iShares Biotechnology ETF IBB Stock Holding History

Principal Securities’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 		$330K Sell
1,735
-1,280
-42% -$220K ﹤0.01% 1289
2026
Q1 		$509K Buy
3,015
+621
+26% +$106K 0.01% 984
2025
Q4 		$404K Buy
2,394
+1,273
+114% +$207K 0.01% 1019
2025
Q3 		$162K Sell
1,121
-309
-22% -$42.2K ﹤0.01% 1381
2025
Q2 		$181K Sell
1,430
-1,659
-54% -$204K ﹤0.01% 1270
2025
Q1 		$408K Hold
3,089
– – 0.01% 855
2024
Q4 		$408K Sell
3,089
-682
-18% -$95.9K 0.01% 848
2024
Q3 		$549K Sell
3,771
-28
-0.7% -$4.05K 0.01% 729
2024
Q2 		$521K Sell
3,799
-56
-1% -$7.48K 0.01% 688
2024
Q1 		$529K Buy
3,855
+87
+2% +$11.9K 0.02% 641
2023
Q4 		$512K Buy
+3,768
New +$460K 0.02% 591

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

Principal Securities's IBB Position: Q2 2026 in Review

Principal Securities reduced its iShares Biotechnology ETF (IBB) stake by 42% in Q2 2026, selling an estimated $220K and leaving 1,735 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

Principal Securities first reported a position in IBB in Q4 2023 and has held it in 11 quarters since. The position peaked at $549K in Q3 2024. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Principal Securities held 1,735 shares of iShares Biotechnology ETF worth $330K as of Q2 2026.
  • Principal Securities sold 1,280 iShares Biotechnology ETF shares in Q2 2026, an estimated $220K.
  • iShares Biotechnology ETF made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1289 holding.
  • Principal Securities first reported a position in iShares Biotechnology ETF in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's iShares Biotechnology ETF position peaked at $549K in Q3 2024.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.