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Realta Investment Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Realta Investment Advisors’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 		$82.7K Sell
435
-21
-5% -$3.61K 0.03% 249
2026
Q1 		$77K Sell
456
-3,941
-90% -$674K 0.03% 239
2025
Q4 		$742K Sell
4,397
-87
-2% -$14.1K 0.24% 93
2025
Q3 		$647K Buy
4,484
+4,088
+1,032% +$558K 0.22% 95
2025
Q2 		$50.1K Hold
396
– – 0.02% 231
2025
Q1 		$50.6K Hold
396
– – 0.02% 229
2024
Q4 		$53.1K Sell
396
-3,721
-90% -$523K 0.02% 251
2024
Q3 		$600K Buy
4,117
+3,105
+307% +$449K 0.28% 90
2024
Q2 		$139K Sell
1,012
-277
-21% -$37K 0.03% 433
2024
Q1 		$177K Buy
+1,289
New +$176K 0.04% 418
2023
Q4 		– Sell
-1,106
Closed -$140K – 575
2023
Q3 		$140K Sell
1,106
-152
-12% -$19.3K 0.03% 424
2023
Q2 		$160K Buy
+1,258
New +$163K 0.03% 426
2023
Q1 		– Sell
-1,258
Closed -$165K – 585
2022
Q4 		$165K Buy
1,258
+75
+6% +$9.69K 0.04% 419
2022
Q3 		$138K Buy
+1,183
New +$147K 0.04% 409
2022
Q2 		– Sell
-2,247
Closed -$293K – 416
2022
Q1 		$293K Sell
2,247
-357
-14% -$46.5K 0.06% 308
2021
Q4 		$397K Buy
+2,604
New +$403K 0.09% 257
2021
Q3 		– Sell
-1,316
Closed -$215K – 414
2021
Q2 		$215K Buy
+1,316
New +$203K 0.05% 363
2020
Q1 		– Sell
-1,279
Closed -$153K – 788
2019
Q4 		$153K Sell
1,279
-255
-17% -$28.4K 0.04% 396
2019
Q3 		$152K Buy
1,534
+1
+0.1% +$105 0.04% 391
2019
Q2 		$169K Buy
1,533
+768
+100% +$81.7K 0.05% 369
2019
Q1 		$86K Buy
+765
New +$83.9K 0.04% 423

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

Realta Investment Advisors's IBB Position: Q2 2026 in Review

Realta Investment Advisors reduced its iShares Biotechnology ETF (IBB) stake by 4.6% in Q2 2026, selling an estimated $3.61K and leaving 435 shares worth $82.7K. The position accounts for 0.03% of the portfolio, ranked #249.

Realta Investment Advisors first reported a position in IBB in Q1 2019 and has held it in 21 quarters since. The position peaked at $742K in Q4 2025. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Realta Investment Advisors held 435 shares of iShares Biotechnology ETF worth $82.7K as of Q2 2026.
  • Realta Investment Advisors sold 21 iShares Biotechnology ETF shares in Q2 2026, an estimated $3.61K.
  • iShares Biotechnology ETF made up 0.03% of Realta Investment Advisors's portfolio in Q2 2026, its #249 holding.
  • Realta Investment Advisors first reported a position in iShares Biotechnology ETF in Q1 2019 and has held it in 21 quarters since.
  • Realta Investment Advisors's iShares Biotechnology ETF position peaked at $742K in Q4 2025.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.