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SevenBridge Financial Group’s iShares Biotechnology ETF IBB Stock Holding History

SevenBridge Financial Group’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 		$247K Sell
1,417
-165
-10% -$28.2K 0.04% 186
2025
Q4 		$278K Hold
1,582
– – 0.04% 178
2025
Q3 		$261K Hold
1,582
– – 0.04% 179
2025
Q2 		$212K Sell
1,582
-480
-23% -$58.9K 0.04% 208
2025
Q1 		$252K Sell
2,062
-672
-25% -$91.1K 0.05% 199
2024
Q4 		$367K Sell
2,734
-400
-13% -$56.2K 0.07% 172
2024
Q3 		$463K Sell
3,134
-40
-1% -$5.79K 0.09% 150
2024
Q2 		$447K Sell
3,174
-117
-4% -$15.6K 0.1% 140
2024
Q1 		$438K Sell
3,291
-150
-4% -$20.5K 0.1% 135
2023
Q4 		$468K Sell
3,441
-90
-3% -$11K 0.11% 131
2023
Q3 		$432K Hold
3,531
– – 0.11% 131
2023
Q2 		$448K Sell
3,531
-125
-3% -$16.2K 0.12% 127
2023
Q1 		$472K Buy
3,656
+136
+4% +$17.8K 0.13% 126
2022
Q4 		$462K Buy
3,520
+648
+23% +$83.7K 0.14% 124
2022
Q3 		$336K Buy
+2,872
New +$357K 0.11% 129
2019
Q3 		– Sell
-312
Closed -$34K – 338
2019
Q2 		$34K Hold
312
– – 0.01% 326
2019
Q1 		$35K Buy
312
+7
+2% +$768 0.01% 280
2018
Q4 		$29K Hold
305
– – 0.02% 260
2018
Q3 		$37K Hold
305
– – 0.02% 264
2018
Q2 		$33K Sell
305
-40
-12% -$4.28K 0.02% 289
2018
Q1 		$37K Hold
345
– – 0.02% 281
2017
Q4 		$37K Hold
345
– – 0.02% 296
2017
Q3 		$38K Hold
345
– – 0.02% 294
2017
Q2 		$36K Hold
345
– – 0.02% 305
2017
Q1 		$33K Sell
345
-36
-9% -$3.45K 0.02% 310
2016
Q4 		$34K Hold
381
– – 0.02% 298
2016
Q3 		$34K Hold
381
– – 0.02% 297
2016
Q2 		$33K Buy
+381
New +$34.2K 0.02% 334

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

SevenBridge Financial Group's IBB Position: Q1 2026 in Review

SevenBridge Financial Group reduced its iShares Biotechnology ETF (IBB) stake by 10% in Q1 2026, selling an estimated $28.2K and leaving 1,417 shares worth $247K. The position accounts for 0.04% of the portfolio, ranked #186.

SevenBridge Financial Group first reported a position in IBB in Q2 2016 and has held it in 28 quarters since. The position peaked at $472K in Q1 2023. 919 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • SevenBridge Financial Group held 1,417 shares of iShares Biotechnology ETF worth $247K as of Q1 2026.
  • SevenBridge Financial Group sold 165 iShares Biotechnology ETF shares in Q1 2026, an estimated $28.2K.
  • iShares Biotechnology ETF made up 0.04% of SevenBridge Financial Group's portfolio in Q1 2026, its #186 holding.
  • SevenBridge Financial Group first reported a position in iShares Biotechnology ETF in Q2 2016 and has held it in 28 quarters since.
  • SevenBridge Financial Group's iShares Biotechnology ETF position peaked at $472K in Q1 2023.
  • 919 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.