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Sage Mountain Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Sage Mountain 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 		$14.3K Hold
75
– – ﹤0.01% 290
2026
Q1 		$12.7K Hold
75
– – ﹤0.01% 270
2025
Q4 		$12.7K Hold
75
– – ﹤0.01% 550
2025
Q3 		$10.8K Hold
75
– – ﹤0.01% 537
2025
Q2 		$9.49K Sell
75
-60
-44% -$7.37K ﹤0.01% 485
2025
Q1 		$17.3K Buy
135
+60
+80% +$8.14K ﹤0.01% 460
2024
Q4 		$9.92K Hold
75
– – ﹤0.01% 464
2024
Q3 		$10.9K Hold
75
– – ﹤0.01% 472
2024
Q2 		$10.3K Hold
75
– – ﹤0.01% 409
2024
Q1 		$10.3K Hold
75
– – ﹤0.01% 389
2023
Q4 		$10.2K Hold
75
– – ﹤0.01% 333
2023
Q3 		$9.17K Hold
75
– – ﹤0.01% 333
2023
Q2 		$9.52K Hold
75
– – ﹤0.01% 325
2023
Q1 		$9.69K Hold
75
– – ﹤0.01% 308
2022
Q4 		$9.85K Hold
75
– – ﹤0.01% 267
2022
Q3 		$9K Hold
75
– – ﹤0.01% 351
2022
Q2 		$9K Hold
75
– – ﹤0.01% 588
2022
Q1 		$10K Hold
75
– – ﹤0.01% 603
2021
Q4 		$11K Hold
75
– – ﹤0.01% 665
2021
Q3 		$12K Hold
75
– – ﹤0.01% 559
2021
Q2 		$12K Hold
75
– – ﹤0.01% 512
2021
Q1 		$11K Hold
75
– – ﹤0.01% 447
2020
Q4 		$11K Buy
+75
New +$10.7K ﹤0.01% 258

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

Sage Mountain Advisors's IBB Position: Q2 2026 in Review

Sage Mountain Advisors held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 75 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Sage Mountain Advisors first reported a position in IBB in Q4 2020 and has held it in 23 quarters since. The position peaked at $17.3K in Q1 2025. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Sage Mountain Advisors held 75 shares of iShares Biotechnology ETF worth $14.3K as of Q2 2026.
  • Sage Mountain Advisors left its iShares Biotechnology ETF share count unchanged in Q2 2026.
  • iShares Biotechnology ETF made up ﹤0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #290 holding.
  • Sage Mountain Advisors first reported a position in iShares Biotechnology ETF in Q4 2020 and has held it in 23 quarters since.
  • Sage Mountain Advisors's iShares Biotechnology ETF position peaked at $17.3K in Q1 2025.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.