SS
IBB icon

Sunbelt Securities’s iShares Biotechnology ETF IBB Stock Holding History

Sunbelt Securities’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 		$361K Buy
2,138
+775
+57% +$133K 0.02% 482
2025
Q4 		$230K Buy
1,363
+991
+266% +$161K 0.02% 601
2025
Q3 		$53.7K Sell
372
-70
-16% -$9.55K ﹤0.01% 983
2025
Q2 		$58.5K Buy
442
+235
+114% +$28.8K 0.01% 905
2025
Q1 		$26.4K Sell
207
-235
-53% -$31.9K ﹤0.01% 1055
2024
Q4 		$58.2K Sell
442
-228
-34% -$32.1K 0.01% 904
2024
Q3 		$97.5K Sell
670
-230
-26% -$33.3K 0.01% 770
2024
Q2 		$124K Sell
900
-357
-28% -$47.7K 0.01% 680
2024
Q1 		$173K Sell
1,257
-5,142
-80% -$702K 0.02% 572
2023
Q4 		$869K Sell
6,399
-1,803
-22% -$220K 0.11% 201
2023
Q3 		$1M Buy
8,202
+15
+0.2% +$1.91K 0.14% 165
2023
Q2 		$1.04M Sell
8,187
-16,929
-67% -$2.2M 0.15% 150
2023
Q1 		$3.2M Buy
25,116
+707
+3% +$92.5K 0.51% 42
2022
Q4 		$3.2M Buy
24,409
+6,263
+35% +$809K 0.63% 38
2022
Q3 		$2.12M Buy
18,146
+2,894
+19% +$359K 0.45% 52
2022
Q2 		$1.79M Buy
15,252
+7,914
+108% +$939K 0.38% 67
2022
Q1 		$961K Buy
7,338
+134
+2% +$17.5K 0.18% 143
2021
Q4 		$948K Sell
7,204
-356
-5% -$55.1K 0.15% 157
2021
Q3 		$1.22M Hold
7,560
– – 0.22% 118
2021
Q2 		$1.22M Buy
7,560
+1,069
+16% +$165K 0.22% 118
2021
Q1 		$977K Buy
6,491
+1,728
+36% +$274K 0.19% 137
2020
Q4 		$722K Buy
4,763
+910
+24% +$130K 0.15% 170
2020
Q3 		$528K Buy
3,853
+943
+32% +$128K 0.15% 181
2020
Q2 		$398K Buy
+2,910
New +$371K 0.14% 186

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

Sunbelt Securities's IBB Position: Q1 2026 in Review

Sunbelt Securities increased its iShares Biotechnology ETF (IBB) stake by 57% in Q1 2026, buying an estimated $133K and bringing the position to 2,138 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #482.

Sunbelt Securities first reported a position in IBB in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.2M in Q4 2022. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Sunbelt Securities held 2,138 shares of iShares Biotechnology ETF worth $361K as of Q1 2026.
  • Sunbelt Securities bought 775 iShares Biotechnology ETF shares in Q1 2026, an estimated $133K.
  • iShares Biotechnology ETF made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #482 holding.
  • Sunbelt Securities first reported a position in iShares Biotechnology ETF in Q2 2020 and has held it in 24 quarters since.
  • Sunbelt Securities's iShares Biotechnology ETF position peaked at $3.2M in Q4 2022.
  • 917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.