Western Pacific Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Western Pacific 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
2026 Q1	$511	Hold	3	–	–	﹤0.01%	189
2025 Q4	$510	Hold	3	–	–	﹤0.01%	176
2025 Q3	$436	Hold	3	–	–	﹤0.01%	186
2025 Q2	$382	Hold	3	–	–	﹤0.01%	193
2025 Q1	$386	Hold	3	–	–	﹤0.01%	197
2024 Q4	$399	Hold	3	–	–	﹤0.01%	204
2024 Q3	$439	Hold	3	–	–	﹤0.01%	248
2024 Q2	$413	Hold	3	–	–	﹤0.01%	223
2024 Q1	$413	Hold	3	–	–	﹤0.01%	296
2023 Q4	$408	Hold	3	–	–	﹤0.01%	235
2023 Q3	$367	Hold	3	–	–	﹤0.01%	270
2023 Q2	$381	Hold	3	–	–	﹤0.01%	274
2023 Q1	$387	Hold	3	–	–	﹤0.01%	288
2022 Q4	$393	Buy	+3	New	+$388	﹤0.01%	282
2022 Q1	–	Sell	-300	Closed	-$45K	–	230
2021 Q4	$45K	Buy	+300	New	+$46.4K	0.03%	117

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Western Pacific Wealth Management's IBB Position: Q1 2026 in Review

Western Pacific Wealth Management held its iShares Biotechnology ETF (IBB) position steady in Q1 2026 at 3 shares worth $511. The position accounts for ﹤0.01% of the portfolio, ranked #189.

Western Pacific Wealth Management first reported a position in IBB in Q4 2021 and has held it in 15 quarters since. The position peaked at $45K in Q4 2021. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

Western Pacific Wealth Management held 3 shares of iShares Biotechnology ETF worth $511 as of Q1 2026.
Western Pacific Wealth Management left its iShares Biotechnology ETF share count unchanged in Q1 2026.
iShares Biotechnology ETF made up ﹤0.01% of Western Pacific Wealth Management's portfolio in Q1 2026, its #189 holding.
Western Pacific Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2021 and has held it in 15 quarters since.
Western Pacific Wealth Management's iShares Biotechnology ETF position peaked at $45K in Q4 2021.
917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.