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Union Savings Bank’s iShares Biotechnology ETF IBB Stock Holding History

Union Savings Bank’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 		$228K Hold
1,200
– – 0.09% 119
2026
Q1 		$203K Hold
1,200
– – 0.09% 126
2025
Q4 		$203K Buy
+1,200
New +$195K 0.09% 130
2025
Q2 		$159K Hold
1,200
– – 0.07% 137
2025
Q1 		$153K Hold
1,200
– – 0.08% 140
2024
Q4 		$159K Hold
1,200
– – 0.08% 135
2024
Q3 		$175K Hold
1,200
– – 0.09% 137
2024
Q2 		$165K Hold
1,200
– – 0.09% 138
2024
Q1 		$165K Hold
1,200
– – 0.09% 137
2023
Q4 		$163K Hold
1,200
– – 0.09% 137
2023
Q3 		$147K Hold
1,200
– – 0.09% 140
2023
Q2 		$155K Buy
+1,200
New +$156K 0.09% 137

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

Union Savings Bank's IBB Position: Q2 2026 in Review

Union Savings Bank held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 1,200 shares worth $228K. The position accounts for 0.09% of the portfolio, ranked #119.

Union Savings Bank first reported a position in IBB in Q2 2023 and has held it in 12 quarters since. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Union Savings Bank held 1,200 shares of iShares Biotechnology ETF worth $228K as of Q2 2026.
  • Union Savings Bank left its iShares Biotechnology ETF share count unchanged in Q2 2026.
  • iShares Biotechnology ETF made up 0.09% of Union Savings Bank's portfolio in Q2 2026, its #119 holding.
  • Union Savings Bank first reported a position in iShares Biotechnology ETF in Q2 2023 and has held it in 12 quarters since.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.