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Shepherd Financial Partners’s iShares Biotechnology ETF IBB Stock Holding History

Shepherd Financial Partners’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 		$694K Buy
4,111
+2,847
+225% +$487K 0.07% 134
2025
Q4 		$213K Buy
+1,264
New +$205K 0.02% 235
2025
Q2 		– Sell
-6,746
Closed -$863K – 242
2025
Q1 		$863K Buy
6,746
+249
+4% +$33.8K 0.1% 112
2024
Q4 		$859K Buy
6,497
+48
+0.7% +$6.75K 0.1% 104
2024
Q3 		$939K Buy
6,449
+41
+0.6% +$5.93K 0.11% 103
2024
Q2 		$880K Buy
6,408
+26
+0.4% +$3.47K 0.11% 104
2024
Q1 		$876K Buy
6,382
+6
+0.1% +$819 0.11% 108
2023
Q4 		$866K Buy
+6,376
New +$778K 0.12% 106
2023
Q1 		– Sell
-2,039
Closed -$268K – 180
2022
Q4 		$268K Sell
2,039
-48
-2% -$6.2K 0.05% 153
2022
Q3 		$244K Sell
2,087
-234
-10% -$29.1K 0.05% 147
2022
Q2 		$273K Sell
2,321
-5,370
-70% -$637K 0.05% 142
2022
Q1 		$999K Sell
7,691
-270
-3% -$35.2K 0.18% 89
2021
Q4 		$1.21M Buy
7,961
+105
+1% +$16.3K 0.21% 82
2021
Q3 		$1.27M Buy
7,856
+23
+0.3% +$3.87K 0.24% 75
2021
Q2 		$1.28M Buy
7,833
+1,229
+19% +$189K 0.24% 78
2021
Q1 		$994K Buy
6,604
+156
+2% +$24.8K 0.22% 85
2020
Q4 		$978K Sell
6,448
-115
-2% -$16.4K 0.22% 83
2020
Q3 		$889K Buy
6,563
+416
+7% +$56.4K 0.21% 80
2020
Q2 		$840K Buy
6,147
+138
+2% +$17.6K 0.23% 68
2020
Q1 		$648K Sell
6,009
-869
-13% -$100K 0.22% 72
2019
Q4 		$830K Hold
6,878
– – 0.19% 73
2019
Q3 		$686K Sell
6,878
-402
-6% -$42.1K 0.17% 76
2019
Q2 		$794K Hold
7,280
– – 0.15% 74
2019
Q1 		$814K Buy
7,280
+3,093
+74% +$339K 0.16% 69
2018
Q4 		$400K Sell
4,187
-7,950
-66% -$844K 0.09% 93
2018
Q3 		$1.33M Hold
12,137
– – 0.3% 51
2018
Q2 		$1.34M Buy
12,137
+1,978
+19% +$212K 0.3% 51
2018
Q1 		$1.08M Sell
10,159
-446
-4% -$49.4K 0.27% 48
2017
Q4 		$1.14M Buy
10,605
+3,801
+56% +$406K 0.27% 49
2017
Q3 		$767K Buy
6,804
+2,562
+60% +$274K 0.18% 68
2017
Q2 		$436K Buy
+4,242
New +$418K 0.11% 83

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

Shepherd Financial Partners's IBB Position: Q1 2026 in Review

Shepherd Financial Partners increased its iShares Biotechnology ETF (IBB) stake by 225% in Q1 2026, buying an estimated $487K and bringing the position to 4,111 shares worth $694K. The position accounts for 0.07% of the portfolio, ranked #134.

Shepherd Financial Partners first reported a position in IBB in Q2 2017 and has held it in 31 quarters since. The position peaked at $1.34M in Q2 2018. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Shepherd Financial Partners held 4,111 shares of iShares Biotechnology ETF worth $694K as of Q1 2026.
  • Shepherd Financial Partners bought 2,847 iShares Biotechnology ETF shares in Q1 2026, an estimated $487K.
  • iShares Biotechnology ETF made up 0.07% of Shepherd Financial Partners's portfolio in Q1 2026, its #134 holding.
  • Shepherd Financial Partners first reported a position in iShares Biotechnology ETF in Q2 2017 and has held it in 31 quarters since.
  • Shepherd Financial Partners's iShares Biotechnology ETF position peaked at $1.34M in Q2 2018.
  • 917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.