Tradition Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Tradition Wealth Management’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	$10.2M	Buy	60,161 +2,577	+4%	+$441K	0.72%	38
2025 Q4	$9.72M	Buy	57,584 +178	+0.3%	+$28.9K	0.7%	38
2025 Q3	$8.29M	Sell	57,406 -656	-1%	-$89.5K	0.61%	42
2025 Q2	$7.35M	Buy	58,062 +245	+0.4%	+$30.1K	0.59%	44
2025 Q1	$7.39M	Buy	57,817 +1,967	+4%	+$267K	0.65%	42
2024 Q4	$7.38M	Buy	55,850 +3	+0%	+$422	0.65%	42
2024 Q3	$8.13M	Buy	55,847 +1,790	+3%	+$259K	0.72%	40
2024 Q2	$7.42M	Buy	54,057 +2,273	+4%	+$303K	0.72%	39
2024 Q1	$7.11M	Sell	51,784 -1,016	-2%	-$139K	0.72%	36
2023 Q4	$7.17M	Buy	52,800 +3,537	+7%	+$432K	0.75%	36
2023 Q3	$6.02M	Buy	49,263 +1,630	+3%	+$207K	0.72%	36
2023 Q2	$6.05M	Buy	47,633 +1,467	+3%	+$191K	0.71%	35
2023 Q1	$5.96M	Buy	46,166 +2,219	+5%	+$290K	0.74%	38
2022 Q4	$5.77M	Buy	43,947 +684	+2%	+$88.4K	0.81%	33
2022 Q3	$5.06M	Sell	43,263 -2,083	-5%	-$259K	0.76%	38
2022 Q2	$5.33M	Buy	45,346 +2,725	+6%	+$323K	0.77%	37
2022 Q1	$5.55M	Buy	42,621 +6,730	+19%	+$877K	0.71%	40
2021 Q4	$5.48M	Buy	35,891 +6,836	+24%	+$1.06M	0.69%	40
2021 Q3	$4.7M	Buy	29,055 +1,742	+6%	+$293K	0.67%	42
2021 Q2	$4.47M	Buy	27,313 +2,804	+11%	+$432K	0.67%	43
2021 Q1	$3.69M	Buy	24,509 +10,356	+73%	+$1.64M	0.64%	49
2020 Q4	$2.14M	Buy	+14,153	New	+$2.02M	0.42%	61

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tradition Wealth Management's IBB Position: Q1 2026 in Review

Tradition Wealth Management increased its iShares Biotechnology ETF (IBB) stake by 4.5% in Q1 2026, buying an estimated $441K and bringing the position to 60,161 shares worth $10.2M. The position accounts for 0.72% of the portfolio, ranked #38.

Tradition Wealth Management first reported a position in IBB in Q4 2020 and has held it in 22 quarters since. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

Tradition Wealth Management held 60,161 shares of iShares Biotechnology ETF worth $10.2M as of Q1 2026.
Tradition Wealth Management bought 2,577 iShares Biotechnology ETF shares in Q1 2026, an estimated $441K.
iShares Biotechnology ETF made up 0.72% of Tradition Wealth Management's portfolio in Q1 2026, its #38 holding.
Tradition Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2020 and has held it in 22 quarters since.
917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.