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

Regal 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
Q1 		$259K Hold
1,533
– – 0.01% 564
2025
Q4 		$259K Buy
+1,533
New +$249K 0.02% 544
2024
Q4 		– Sell
-2,119
Closed -$309K – 486
2024
Q3 		$309K Sell
2,119
-24
-1% -$3.47K 0.02% 445
2024
Q2 		$294K Sell
2,143
-247
-10% -$33K 0.02% 467
2024
Q1 		$328K Buy
+2,390
New +$326K 0.02% 440
2022
Q1 		– Sell
-1,466
Closed -$224K – 544
2021
Q4 		$224K Sell
1,466
-336
-19% -$52K 0.02% 498
2021
Q3 		$291K Sell
1,802
-160
-8% -$26.9K 0.03% 431
2021
Q2 		$321K Buy
+1,962
New +$302K 0.03% 401
2021
Q1 		– Sell
-3,528
Closed -$535K – 211
2020
Q4 		$535K Buy
+3,528
New +$504K 0.06% 277
2020
Q3 		– Sell
-2,506
Closed -$342K – 115
2020
Q2 		$342K Buy
+2,506
New +$319K 0.06% 225
2015
Q4 		– Sell
-2,874
Closed -$290K – 553
2015
Q3 		$290K Buy
2,874
+177
+7% +$21.2K 0.08% 194
2015
Q2 		$331K Sell
2,697
-1,470
-35% -$176K 0.09% 181
2015
Q1 		$477K Buy
4,167
+747
+22% +$82.4K 0.12% 159
2014
Q4 		$346K Buy
3,420
+2,220
+185% +$216K 0.09% 175
2014
Q3 		$109K Sell
1,200
-1,653
-58% -$145K 0.03% 294
2014
Q2 		$244K Sell
2,853
-45
-2% -$3.54K 0.09% 185
2014
Q1 		$228K Sell
2,898
-7,491
-72% -$624K 0.1% 170
2013
Q4 		$786K Buy
10,389
+8,322
+403% +$590K 0.45% 76
2013
Q3 		$144K Buy
2,067
+330
+19% +$21.6K 0.08% 199
2013
Q2 		$101K Buy
+1,737
New +$100K 0.06% 231

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Regal Investment Advisors's IBB Position: Q1 2026 in Review

Regal Investment Advisors held its iShares Biotechnology ETF (IBB) position steady in Q1 2026 at 1,533 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #564.

Regal Investment Advisors first reported a position in IBB in Q2 2013 and has held it in 20 quarters since. The position peaked at $786K in Q4 2013. 919 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Regal Investment Advisors held 1,533 shares of iShares Biotechnology ETF worth $259K as of Q1 2026.
  • Regal Investment Advisors left its iShares Biotechnology ETF share count unchanged in Q1 2026.
  • iShares Biotechnology ETF made up 0.01% of Regal Investment Advisors's portfolio in Q1 2026, its #564 holding.
  • Regal Investment Advisors first reported a position in iShares Biotechnology ETF in Q2 2013 and has held it in 20 quarters since.
  • Regal Investment Advisors's iShares Biotechnology ETF position peaked at $786K in Q4 2013.
  • 919 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.