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Stegent Equity Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Stegent Equity Advisors’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 		$1.47M Sell
8,726
-119
-1% -$20.3K 1.26% 25
2025
Q4 		$1.49M Buy
+8,845
New +$1.44M 1.16% 28
2024
Q4 		– Sell
-4,728
Closed -$688K – 92
2024
Q3 		$688K Sell
4,728
-2,101
-31% -$304K 0.76% 41
2024
Q2 		$937K Buy
+6,829
New +$912K 0.98% 35

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stegent Equity Advisors's IBB Position: Q1 2026 in Review

Stegent Equity Advisors reduced its iShares Biotechnology ETF (IBB) stake by 1.3% in Q1 2026, selling an estimated $20.3K and leaving 8,726 shares worth $1.47M. The position accounts for 1.26% of the portfolio, ranked #25.

Stegent Equity Advisors first reported a position in IBB in Q2 2024 and has held it in 4 quarters since. The position peaked at $1.49M in Q4 2025. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Stegent Equity Advisors held 8,726 shares of iShares Biotechnology ETF worth $1.47M as of Q1 2026.
  • Stegent Equity Advisors sold 119 iShares Biotechnology ETF shares in Q1 2026, an estimated $20.3K.
  • iShares Biotechnology ETF made up 1.26% of Stegent Equity Advisors's portfolio in Q1 2026, its #25 holding.
  • Stegent Equity Advisors first reported a position in iShares Biotechnology ETF in Q2 2024 and has held it in 4 quarters since.
  • Stegent Equity Advisors's iShares Biotechnology ETF position peaked at $1.49M in Q4 2025.
  • 917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Stegent Equity Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.