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Southland Equity Partners’s iShares Biotechnology ETF IBB Stock Holding History

Southland Equity 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 		– Sell
-2,881
Closed -$486K – 278
2025
Q4 		$486K Buy
+2,881
New +$468K 0.1% 148

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Southland Equity Partners's IBB Position: Q1 2026 in Review

Southland Equity Partners sold out of iShares Biotechnology ETF (IBB) in Q1 2026, closing a stake of 2,881 shares — an estimated $486K sold.

Southland Equity Partners first reported a position in IBB in Q4 2025 and held it in 1 quarter. The position peaked at $486K in Q4 2025. 921 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Southland Equity Partners reported no remaining iShares Biotechnology ETF position as of Q1 2026 after selling out during the quarter.
  • Southland Equity Partners sold 2,881 iShares Biotechnology ETF shares in Q1 2026, an estimated $486K.
  • Southland Equity Partners first reported a position in iShares Biotechnology ETF in Q4 2025 and held it in 1 quarter.
  • Southland Equity Partners's iShares Biotechnology ETF position peaked at $486K in Q4 2025.
  • 921 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Southland Equity Partners's 13F filing for Q1 2026, filed 14 Apr 2026.