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

Sovereign 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 		$776K Sell
4,083
-434
-10% -$74.6K 0.12% 161
2026
Q1 		$763K Sell
4,517
-97
-2% -$16.6K 0.13% 146
2025
Q4 		$779K Sell
4,614
-94
-2% -$15.3K 0.13% 139
2025
Q3 		$680K Sell
4,708
-12
-0.3% -$1.64K 0.13% 144
2025
Q2 		$597K Sell
4,720
-134
-3% -$16.4K 0.12% 150
2025
Q1 		$621K Sell
4,854
-134
-3% -$18.2K 0.14% 136
2024
Q4 		$659K Sell
4,988
-723
-13% -$102K 0.15% 126
2024
Q3 		$832K Sell
5,711
-105
-2% -$15.2K 0.19% 101
2024
Q2 		$798K Sell
5,816
-22
-0.4% -$2.94K 0.2% 99
2024
Q1 		$801K Sell
5,838
-1
-0% -$137 0.21% 93
2023
Q4 		$793K Hold
5,839
– – 0.24% 79
2023
Q3 		$714K Sell
5,839
-234
-4% -$29.8K 0.25% 81
2023
Q2 		$771K Sell
6,073
-788
-11% -$102K 0.25% 95
2023
Q1 		$886K Hold
6,861
– – 0.33% 79
2022
Q4 		$901K Buy
6,861
+100
+1% +$12.9K 0.35% 77
2022
Q3 		$791K Sell
6,761
-28
-0.4% -$3.48K 0.32% 77
2022
Q2 		$799K Sell
6,789
-207
-3% -$24.6K 0.31% 81
2022
Q1 		$912K Sell
6,996
-21
-0.3% -$2.73K 0.34% 75
2021
Q4 		$1.07M Sell
7,017
-48
-0.7% -$7.43K 0.43% 60
2021
Q3 		$1.14M Sell
7,065
-60
-0.8% -$10.1K 0.66% 37
2021
Q2 		$1.07M Hold
7,125
– – 0.65% 38
2021
Q1 		$1.07M Buy
7,125
+60
+0.8% +$9.53K 0.67% 36
2020
Q4 		$1.07M Buy
+7,065
New +$1.01M 0.77% 33

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

Sovereign Financial Group reduced its iShares Biotechnology ETF (IBB) stake by 9.6% in Q2 2026, selling an estimated $74.6K and leaving 4,083 shares worth $776K. The position accounts for 0.12% of the portfolio, ranked #161.

Sovereign Financial Group first reported a position in IBB in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.14M in Q3 2021. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Sovereign Financial Group held 4,083 shares of iShares Biotechnology ETF worth $776K as of Q2 2026.
  • Sovereign Financial Group sold 434 iShares Biotechnology ETF shares in Q2 2026, an estimated $74.6K.
  • iShares Biotechnology ETF made up 0.12% of Sovereign Financial Group's portfolio in Q2 2026, its #161 holding.
  • Sovereign Financial Group first reported a position in iShares Biotechnology ETF in Q4 2020 and has held it in 23 quarters since.
  • Sovereign Financial Group's iShares Biotechnology ETF position peaked at $1.14M in Q3 2021.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.