Sittner & Nelson’s iShares Biotechnology ETF IBB Stock Holding History

Sittner & Nelson’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	$13K	Hold	77	–	–	﹤0.01%	415
2025 Q4	$13.5K	Hold	77	–	–	﹤0.01%	382
2025 Q3	$11.1K	Hold	77	–	–	﹤0.01%	367
2025 Q2	$9.74K	Hold	77	–	–	﹤0.01%	386
2025 Q1	$9.85K	Hold	77	–	–	﹤0.01%	369
2024 Q4	$10.2K	Hold	77	–	–	﹤0.01%	348
2024 Q3	$11.2K	Hold	77	–	–	0.01%	333
2024 Q2	$10.6K	Hold	77	–	–	0.01%	340
2024 Q1	$10.6K	Hold	77	–	–	0.01%	338
2023 Q4	$10.5K	Hold	77	–	–	0.01%	339
2023 Q3	$9.42K	Sell	77 -50	-39%	-$6.36K	0.01%	345
2023 Q2	$16.1K	Buy	127 +50	+65%	+$6.5K	0.01%	304
2023 Q1	$9.95K	Hold	77	–	–	0.01%	364
2022 Q4	$10.1K	Hold	77	–	–	0.01%	341
2022 Q3	$9K	Hold	77	–	–	0.01%	336
2022 Q2	$9K	Hold	77	–	–	0.01%	371
2022 Q1	$10K	Hold	77	–	–	0.01%	342
2021 Q4	$12K	Hold	77	–	–	0.01%	326
2021 Q3	$12K	Hold	77	–	–	0.01%	306
2021 Q2	$13K	Hold	77	–	–	0.01%	283
2021 Q1	$12K	Hold	77	–	–	0.01%	282
2020 Q4	$12K	Buy	+77	New	+$11K	0.01%	269

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

Sittner & Nelson's IBB Position: Q1 2026 in Review

Sittner & Nelson held its iShares Biotechnology ETF (IBB) position steady in Q1 2026 at 77 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Sittner & Nelson first reported a position in IBB in Q4 2020 and has held it in 22 quarters since. The position peaked at $16.1K in Q2 2023. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

Sittner & Nelson held 77 shares of iShares Biotechnology ETF worth $13K as of Q1 2026.
Sittner & Nelson left its iShares Biotechnology ETF share count unchanged in Q1 2026.
iShares Biotechnology ETF made up ﹤0.01% of Sittner & Nelson's portfolio in Q1 2026, its #415 holding.
Sittner & Nelson first reported a position in iShares Biotechnology ETF in Q4 2020 and has held it in 22 quarters since.
Sittner & Nelson's iShares Biotechnology ETF position peaked at $16.1K in Q2 2023.
917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.