Secure Asset Management’s iShares Biotechnology ETF IBB Stock Holding History

Secure Asset 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	–	Sell	-1,529	Closed	-$258K	–	351
2025 Q4	$258K	Buy	+1,529	New	+$248K	0.04%	287
2024 Q4	–	Sell	-2,839	Closed	-$413K	–	333
2024 Q3	$413K	Buy	2,839 +9	+0.3%	+$1.3K	0.07%	208
2024 Q2	$388K	Buy	2,830 +968	+52%	+$129K	0.07%	188
2024 Q1	$255K	Sell	1,862 -865	-32%	-$118K	0.06%	201
2023 Q4	$371K	Sell	2,727 -132	-5%	-$16.1K	0.1%	148
2023 Q3	$350K	Buy	+2,859	New	+$364K	0.1%	145
2021 Q2	–	Sell	-2,785	Closed	-$419K	–	195
2021 Q1	$419K	Buy	+2,785	New	+$442K	0.23%	97

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

Secure Asset Management's IBB Position: Q1 2026 in Review

Secure Asset Management sold out of iShares Biotechnology ETF (IBB) in Q1 2026, closing a stake of 1,529 shares — an estimated $258K sold.

Secure Asset Management first reported a position in IBB in Q1 2021 and held it in 7 quarters. The position peaked at $419K in Q1 2021. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

Secure Asset Management reported no remaining iShares Biotechnology ETF position as of Q1 2026 after selling out during the quarter.
Secure Asset Management sold 1,529 iShares Biotechnology ETF shares in Q1 2026, an estimated $258K.
Secure Asset Management first reported a position in iShares Biotechnology ETF in Q1 2021 and held it in 7 quarters.
Secure Asset Management's iShares Biotechnology ETF position peaked at $419K in Q1 2021.
917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Secure Asset Management's 13F filing for Q1 2026, filed 9 Apr 2026.