Quaker Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Quaker Wealth 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	$164K	Hold	970	–	–	0.05%	80
2025 Q4	$164K	Buy	970 +1	+0.1%	+$162	0.05%	77
2025 Q3	$140K	Hold	969	–	–	0.05%	86
2025 Q2	$123K	Buy	+969	New	+$119K	0.04%	95
2022 Q2	–	Sell	-2,248	Closed	-$293K	–	47
2022 Q1	$293K	Buy	2,248 +2	+0.1%	+$261	0.13%	35
2021 Q4	$343K	Buy	+2,246	New	+$348K	0.15%	35
2021 Q1	$367K	Sell	2,435 -745	-23%	-$118K	0.17%	35
2020 Q4	$482K	Sell	3,180 -1,839	-37%	-$263K	0.25%	30
2020 Q3	$680K	Sell	5,019 -711	-12%	-$96.5K	0.37%	26
2020 Q2	$783K	Sell	5,730 -7,401	-56%	-$943K	0.47%	29
2020 Q1	$1.42M	Buy	13,131 +15	+0.1%	+$1.73K	1.01%	19
2019 Q4	$1.58M	Buy	+13,116	New	+$1.46M	0.94%	18

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

Quaker Wealth Management's IBB Position: Q1 2026 in Review

Quaker Wealth Management held its iShares Biotechnology ETF (IBB) position steady in Q1 2026 at 970 shares worth $164K. The position accounts for 0.05% of the portfolio, ranked #80.

Quaker Wealth Management first reported a position in IBB in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.58M in Q4 2019. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

Quaker Wealth Management held 970 shares of iShares Biotechnology ETF worth $164K as of Q1 2026.
Quaker Wealth Management left its iShares Biotechnology ETF share count unchanged in Q1 2026.
iShares Biotechnology ETF made up 0.05% of Quaker Wealth Management's portfolio in Q1 2026, its #80 holding.
Quaker Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2019 and has held it in 12 quarters since.
Quaker Wealth Management's iShares Biotechnology ETF position peaked at $1.58M in Q4 2019.
917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.