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

Snider 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 Q2	–	Sell	-15,000	Closed	-$2.53M	–	108
2026 Q1	$2.53M	Sell	15,000 -10,000	-40%	-$1.71M	0.76%	37
2025 Q4	$4.22M	Buy	25,000 +1,000	+4%	+$162K	1.12%	29
2025 Q3	$3.46M	Hold	24,000	–	–	0.95%	32
2025 Q2	$3.04M	Hold	24,000	–	–	0.88%	33
2025 Q1	$3.07M	Hold	24,000	–	–	1%	32
2024 Q4	$3.17M	Hold	24,000	–	–	0.98%	32
2024 Q3	$3.49M	Buy	24,000 +3,970	+20%	+$574K	1.28%	28
2024 Q2	$2.75M	Hold	20,030	–	–	1.06%	33
2024 Q1	$2.75M	Buy	20,030 +5,030	+34%	+$687K	1.15%	28
2023 Q4	$2.04M	Hold	15,000	–	–	0.94%	34
2023 Q3	$1.83M	Hold	15,000	–	–	0.89%	36
2023 Q2	$1.9M	Buy	+15,000	New	+$1.95M	0.91%	34
2023 Q1	–	Sell	-5,157	Closed	-$677K	–	56
2022 Q4	$677K	Hold	5,157	–	–	0.37%	42
2022 Q3	$633K	Hold	5,157	–	–	0.34%	41
2022 Q2	$607K	Hold	5,157	–	–	0.33%	39
2022 Q1	$672K	Hold	5,157	–	–	0.31%	38
2021 Q4	$786K	Hold	5,157	–	–	0.33%	40
2021 Q3	$823K	Hold	5,157	–	–	0.36%	41
2021 Q2	$829K	Buy	+5,157	New	+$794K	0.39%	40

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

Snider Financial Group's IBB Position: Q2 2026 in Review

Snider Financial Group sold out of iShares Biotechnology ETF (IBB) in Q2 2026, closing a stake of 15,000 shares — an estimated $2.53M sold.

Snider Financial Group first reported a position in IBB in Q2 2021 and held it in 19 quarters. The position peaked at $4.22M in Q4 2025. 956 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Snider Financial Group reported no remaining iShares Biotechnology ETF position as of Q2 2026 after selling out during the quarter.
Snider Financial Group sold 15,000 iShares Biotechnology ETF shares in Q2 2026, an estimated $2.53M.
Snider Financial Group first reported a position in iShares Biotechnology ETF in Q2 2021 and held it in 19 quarters.
Snider Financial Group's iShares Biotechnology ETF position peaked at $4.22M in Q4 2025.
956 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.