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Sound Income Strategies’s iShares Biotechnology ETF IBB Stock Holding History

Sound Income Strategies’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
-940
Closed -$160K – 1346
2026
Q1 		$160K Sell
940
-88
-9% -$15K 0.01% 466
2025
Q4 		$175K Buy
1,028
+678
+194% +$110K 0.01% 452
2025
Q3 		$53.3K Sell
350
-473
-57% -$64.6K ﹤0.01% 534
2025
Q2 		$104K Buy
823
+632
+331% +$77.6K 0.01% 375
2025
Q1 		$24.5K Buy
191
+173
+961% +$23.5K ﹤0.01% 678
2024
Q4 		$2.38K Sell
18
-8
-31% -$1.13K ﹤0.01% 1135
2024
Q3 		$3.79K Buy
26
+8
+44% +$1.16K ﹤0.01% 1005
2024
Q2 		$2.47K Hold
18
– – ﹤0.01% 1072
2024
Q1 		$2.47K Hold
18
– – ﹤0.01% 1019
2023
Q4 		$2.44K Sell
18
-77
-81% -$9.39K ﹤0.01% 1022
2023
Q3 		$11.6K Buy
95
+71
+296% +$9.03K ﹤0.01% 550
2023
Q2 		$3.05K Hold
24
– – ﹤0.01% 828
2023
Q1 		$3.1K Hold
24
– – ﹤0.01% 772
2022
Q4 		$3.15K Sell
24
-41
-63% -$5.3K ﹤0.01% 703
2022
Q3 		$8K Hold
65
– – ﹤0.01% 510
2022
Q2 		$8K Sell
65
-18
-22% -$2.14K ﹤0.01% 507
2022
Q1 		$11K Buy
83
+77
+1,283% +$10K ﹤0.01% 451
2021
Q4 		$1K Hold
6
– – ﹤0.01% 777
2021
Q3 		$1K Hold
6
– – ﹤0.01% 750
2021
Q2 		$1K Buy
+6
New +$924 ﹤0.01% 789

Other funds holding IBB

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Sound Income Strategies's IBB Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares Biotechnology ETF (IBB) in Q2 2026, closing a stake of 940 shares — an estimated $160K sold.

Sound Income Strategies first reported a position in IBB in Q2 2021 and held it in 20 quarters. The position peaked at $175K in Q4 2025. 758 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares Biotechnology ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 940 iShares Biotechnology ETF shares in Q2 2026, an estimated $160K.
  • Sound Income Strategies first reported a position in iShares Biotechnology ETF in Q2 2021 and held it in 20 quarters.
  • Sound Income Strategies's iShares Biotechnology ETF position peaked at $175K in Q4 2025.
  • 758 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.