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

Wealth Management Partners’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	$508K	Buy	2,672 +5	+0.2%	+$859	0.12%	115
2026 Q1	$450K	Buy	2,667 +1,174	+79%	+$201K	0.13%	110
2025 Q4	$252K	Buy	+1,493	New	+$242K	0.07%	130
2024 Q1	–	Sell	-1,755	Closed	-$238K	–	122
2023 Q4	$238K	Hold	1,755	–	–	0.13%	109
2023 Q3	$215K	Hold	1,755	–	–	0.13%	109
2023 Q2	$223K	Sell	1,755 -156	-8%	-$20.3K	0.14%	106
2023 Q1	$247K	Sell	1,911 -89	-4%	-$11.7K	0.17%	99
2022 Q4	$263K	Hold	2,000	–	–	0.22%	81
2022 Q3	$238K	Hold	2,000	–	–	0.21%	84
2022 Q2	$247K	Hold	2,000	–	–	0.22%	86
2022 Q1	$279K	Sell	2,000 -3,000	-60%	-$391K	0.2%	94
2021 Q4	$720K	Sell	5,000 -489	-9%	-$75.7K	0.49%	48
2021 Q3	$887K	Sell	5,489 -499	-8%	-$84K	0.66%	40
2021 Q2	$980K	Sell	5,988 -153	-2%	-$23.6K	0.68%	40
2021 Q1	$914K	Buy	6,141 +253	+4%	+$40.2K	0.68%	41
2020 Q4	$970K	Buy	+5,888	New	+$841K	0.76%	39

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Wealth Management Partners's IBB Position: Q2 2026 in Review

Wealth Management Partners increased its iShares Biotechnology ETF (IBB) stake by 0.19% in Q2 2026, buying an estimated $859 and bringing the position to 2,672 shares worth $508K. The position accounts for 0.12% of the portfolio, ranked #115.

Wealth Management Partners first reported a position in IBB in Q4 2020 and has held it in 16 quarters since. The position peaked at $980K in Q2 2021. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Wealth Management Partners held 2,672 shares of iShares Biotechnology ETF worth $508K as of Q2 2026.
Wealth Management Partners bought 5 iShares Biotechnology ETF shares in Q2 2026, an estimated $859.
iShares Biotechnology ETF made up 0.12% of Wealth Management Partners's portfolio in Q2 2026, its #115 holding.
Wealth Management Partners first reported a position in iShares Biotechnology ETF in Q4 2020 and has held it in 16 quarters since.
Wealth Management Partners's iShares Biotechnology ETF position peaked at $980K in Q2 2021.
954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.