Retirement Income Solutions’s iShares Biotechnology ETF IBB Stock Holding History

Retirement Income Solutions’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	$200K	Hold	1,186	–	–	0.03%	170
2026 Q1	$200K	Hold	1,186	–	–	0.03%	171
2025 Q4	$200K	Buy	+1,186	New	+$193K	0.03%	167
2024 Q2	–	Sell	-2,087	Closed	-$286K	–	149
2024 Q1	$286K	Buy	2,087 +41	+2%	+$5.6K	0.06%	112
2023 Q4	$278K	Hold	2,046	–	–	0.07%	108
2023 Q3	$250K	Hold	2,046	–	–	0.07%	109
2023 Q2	$260K	Hold	2,046	–	–	0.07%	114
2023 Q1	$264K	Hold	2,046	–	–	0.08%	112
2022 Q4	$269K	Hold	2,046	–	–	0.09%	99
2022 Q3	$241K	Hold	2,046	–	–	0.09%	98
2022 Q2	$241K	Buy	+2,046	New	+$243K	0.09%	94
2022 Q1	–	Sell	-1,892	Closed	-$289K	–	118
2021 Q4	$289K	Hold	1,892	–	–	0.08%	95
2021 Q3	$306K	Hold	1,892	–	–	0.1%	84
2021 Q2	$310K	Sell	1,892 -1,620	-46%	-$250K	0.11%	82
2021 Q1	$529K	Hold	3,512	–	–	0.18%	58
2020 Q4	$532K	Hold	3,512	–	–	0.19%	59
2020 Q3	$476K	Hold	3,512	–	–	0.21%	55
2020 Q2	$480K	Buy	+3,512	New	+$448K	0.2%	55

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Retirement Income Solutions's IBB Position: Q2 2026 in Review

Retirement Income Solutions held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 1,186 shares worth $200K. The position accounts for 0.03% of the portfolio, ranked #170.

Retirement Income Solutions first reported a position in IBB in Q2 2020 and has held it in 18 quarters since. The position peaked at $532K in Q4 2020. 955 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Retirement Income Solutions held 1,186 shares of iShares Biotechnology ETF worth $200K as of Q2 2026.
Retirement Income Solutions left its iShares Biotechnology ETF share count unchanged in Q2 2026.
iShares Biotechnology ETF made up 0.03% of Retirement Income Solutions's portfolio in Q2 2026, its #170 holding.
Retirement Income Solutions first reported a position in iShares Biotechnology ETF in Q2 2020 and has held it in 18 quarters since.
Retirement Income Solutions's iShares Biotechnology ETF position peaked at $532K in Q4 2020.
955 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.