Stonebridge Financial Group, LLC/CA’s iShares Biotechnology ETF IBB Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$248K	Buy	+1,305	New	+$224K	0.03%	256

Other funds holding IBB

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

Stonebridge Financial Group, LLC/CA's IBB Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in iShares Biotechnology ETF (IBB) in Q2 2026: 1,305 shares worth $248K. The stake represents 0.03% of the portfolio and ranks #256 among its holdings.

824 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 1,305 shares of iShares Biotechnology ETF worth $248K as of Q2 2026.
iShares Biotechnology ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
iShares Biotechnology ETF made up 0.03% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #256 holding.
824 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.