Union Bancaire Privee’s iShares Biotechnology ETF IBB Stock Holding History

Union Bancaire Privee’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	$23K	Sell	150 -1,000	-87%	-$172K	﹤0.01%	465
2026 Q1	$181K	Hold	1,150	–	–	﹤0.01%	395
2025 Q4	$189K	Hold	1,150	–	–	﹤0.01%	397
2025 Q3	$159K	Hold	1,150	–	–	﹤0.01%	383
2025 Q2	$142K	Sell	1,150 -1,050	-48%	-$129K	﹤0.01%	388
2025 Q1	$284K	Sell	2,200 -3,285	-60%	-$445K	0.01%	355
2024 Q4	$693K	Buy	+5,485	New	+$771K	0.01%	307

Other funds holding IBB

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $2.21B AUM 39.6% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Union Bancaire Privee's IBB Position: Q2 2026 in Review

Union Bancaire Privee reduced its iShares Biotechnology ETF (IBB) stake by 87% in Q2 2026, selling an estimated $172K and leaving 150 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Union Bancaire Privee first reported a position in IBB in Q4 2024 and has held it in 7 quarters since. The position peaked at $693K in Q4 2024. 421 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Union Bancaire Privee held 150 shares of iShares Biotechnology ETF worth $23K as of Q2 2026.
Union Bancaire Privee sold 1,000 iShares Biotechnology ETF shares in Q2 2026, an estimated $172K.
iShares Biotechnology ETF made up ﹤0.01% of Union Bancaire Privee's portfolio in Q2 2026, its #465 holding.
Union Bancaire Privee first reported a position in iShares Biotechnology ETF in Q4 2024 and has held it in 7 quarters since.
Union Bancaire Privee's iShares Biotechnology ETF position peaked at $693K in Q4 2024.
421 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.