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Strategic Advisory Partners’s iShares Biotechnology ETF IBB Stock Holding History

Strategic Advisory 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
Q2 		$1.97M Sell
10,367
-3,428
-25% -$589K 1.4% 8
2026
Q1 		$2.33M Sell
13,795
-15,440
-53% -$2.64M 1.83% 7
2025
Q4 		$4.93M Buy
+29,235
New +$4.75M 4.09% 6

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

Strategic Advisory Partners's IBB Position: Q2 2026 in Review

Strategic Advisory Partners reduced its iShares Biotechnology ETF (IBB) stake by 25% in Q2 2026, selling an estimated $589K and leaving 10,367 shares worth $1.97M. The position accounts for 1.4% of the portfolio, ranked #8.

Strategic Advisory Partners first reported a position in IBB in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.93M in Q4 2025. 953 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Strategic Advisory Partners held 10,367 shares of iShares Biotechnology ETF worth $1.97M as of Q2 2026.
  • Strategic Advisory Partners sold 3,428 iShares Biotechnology ETF shares in Q2 2026, an estimated $589K.
  • iShares Biotechnology ETF made up 1.4% of Strategic Advisory Partners's portfolio in Q2 2026, its #8 holding.
  • Strategic Advisory Partners first reported a position in iShares Biotechnology ETF in Q4 2025 and has held it in 3 quarters since.
  • Strategic Advisory Partners's iShares Biotechnology ETF position peaked at $4.93M in Q4 2025.
  • 953 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Strategic Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.