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Wellington-Altus USA’s iShares Biotechnology ETF IBB Stock Holding History

Wellington-Altus USA’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 		$86.1K Hold
510
– – 0.06% 232
2026
Q1 		$97K Hold
510
– – 0.06% 250
2025
Q4 		$86.1K Buy
+510
New +$82.8K 0.06% 220

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

Wellington-Altus USA's IBB Position: Q2 2026 in Review

Wellington-Altus USA held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 510 shares worth $86.1K. The position accounts for 0.06% of the portfolio, ranked #232.

Wellington-Altus USA first reported a position in IBB in Q4 2025 and has held it in 3 quarters since. The position peaked at $97K in Q1 2026. 960 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Wellington-Altus USA held 510 shares of iShares Biotechnology ETF worth $86.1K as of Q2 2026.
  • Wellington-Altus USA left its iShares Biotechnology ETF share count unchanged in Q2 2026.
  • iShares Biotechnology ETF made up 0.06% of Wellington-Altus USA's portfolio in Q2 2026, its #232 holding.
  • Wellington-Altus USA first reported a position in iShares Biotechnology ETF in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's iShares Biotechnology ETF position peaked at $97K in Q1 2026.
  • 960 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.