Security National Bank’s iShares Biotechnology ETF IBB Stock Holding History

Security National Bank’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	$57.1K	Hold	300	–	–	0.01%	234
2026 Q1	$50.7K	Hold	300	–	–	0.01%	243
2025 Q4	$50.6K	Hold	300	–	–	0.01%	237
2025 Q3	$43.3K	Hold	300	–	–	0.01%	250
2025 Q2	$38K	Buy	+300	New	+$36.8K	0.01%	233

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

Security National Bank's IBB Position: Q2 2026 in Review

Security National Bank held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 300 shares worth $57.1K. The position accounts for 0.01% of the portfolio, ranked #234.

Security National Bank first reported a position in IBB in Q2 2025 and has held it in 5 quarters since. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Security National Bank held 300 shares of iShares Biotechnology ETF worth $57.1K as of Q2 2026.
Security National Bank left its iShares Biotechnology ETF share count unchanged in Q2 2026.
iShares Biotechnology ETF made up 0.01% of Security National Bank's portfolio in Q2 2026, its #234 holding.
Security National Bank first reported a position in iShares Biotechnology ETF in Q2 2025 and has held it in 5 quarters since.
954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.