Tyler-Stone Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Tyler-Stone 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
2025 Q2	$698K	Hold	5,518	–	–	0.11%	167
2025 Q1	$706K	Sell	5,518 -231	-4%	-$31.3K	0.13%	150
2024 Q4	$760K	Buy	5,749 +2	+0%	+$281	0.14%	137
2024 Q3	$837K	Buy	5,747 +3,226	+128%	+$467K	0.16%	126
2024 Q2	$346K	Buy	2,521 +163	+7%	+$21.8K	0.14%	129
2024 Q1	$324K	Sell	2,358 -191	-7%	-$26.1K	0.14%	134
2023 Q4	$346K	Buy	2,549 +815	+47%	+$99.4K	0.17%	113
2023 Q3	$212K	Hold	1,734	–	–	0.12%	150
2023 Q2	$220K	Buy	+1,734	New	+$225K	0.12%	146
2022 Q4	$228K	Buy	1,734 +71	+4%	+$9.18K	0.16%	134
2022 Q3	$195K	Hold	1,663	–	–	0.15%	132
2022 Q2	$196K	Buy	1,663 +1	+0.1%	+$119	0.13%	150
2022 Q1	$217K	Sell	1,662 -45	-3%	-$5.86K	0.12%	156
2021 Q4	$260K	Buy	+1,707	New	+$264K	0.14%	155

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Tyler-Stone Wealth Management's IBB Position: Q2 2025 in Review

Tyler-Stone Wealth Management held its iShares Biotechnology ETF (IBB) position steady in Q2 2025 at 5,518 shares worth $698K. The position accounts for 0.11% of the portfolio, ranked #167.

Tyler-Stone Wealth Management first reported a position in IBB in Q4 2021 and has held it in 14 quarters since. The position peaked at $837K in Q3 2024. 797 funds tracked by Wall St. Rank hold IBB as of Q2 2025.

Tyler-Stone Wealth Management held 5,518 shares of iShares Biotechnology ETF worth $698K as of Q2 2025.
Tyler-Stone Wealth Management left its iShares Biotechnology ETF share count unchanged in Q2 2025.
iShares Biotechnology ETF made up 0.11% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #167 holding.
Tyler-Stone Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's iShares Biotechnology ETF position peaked at $837K in Q3 2024.
797 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.