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Sound Income Strategies’s ImmunityBio IBRX Stock Holding History

Sound Income Strategies’s Portfolio IBRX Stock Details IBRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,968
Closed -$14.1K – 1354
2026
Q1 		$14.1K Hold
1,968
– – ﹤0.01% 1345
2025
Q4 		$10.9K Hold
1,968
– – ﹤0.01% 1423
2025
Q3 		$4.8K Sell
1,968
-1,100
-36% -$2.83K ﹤0.01% 1183
2025
Q2 		$8.1K Buy
3,068
+1,968
+179% +$5.29K ﹤0.01% 988
2025
Q1 		$3.31K Buy
+1,100
New +$3.33K ﹤0.01% 1147

Other funds holding IBRX

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
DKCM
Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return

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

Sound Income Strategies sold out of ImmunityBio (IBRX) in Q2 2026, closing a stake of 1,968 shares — an estimated $14.1K sold.

Sound Income Strategies first reported a position in IBRX in Q1 2025 and held it in 5 quarters. The position peaked at $14.1K in Q1 2026. 115 funds tracked by Wall St. Rank hold IBRX as of Q2 2026.

  • Sound Income Strategies reported no remaining ImmunityBio position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1,968 ImmunityBio shares in Q2 2026, an estimated $14.1K.
  • Sound Income Strategies first reported a position in ImmunityBio in Q1 2025 and held it in 5 quarters.
  • Sound Income Strategies's ImmunityBio position peaked at $14.1K in Q1 2026.
  • 115 funds tracked by Wall St. Rank held ImmunityBio as of Q2 2026.

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