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Baldwin Investment Management’s iShares Biotechnology ETF IBB Stock Holding History

Baldwin Investment 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
2024
Q4 		– Sell
-2,565
Closed -$373K – 208
2024
Q3 		$373K Hold
2,565
– – 0.05% 170
2024
Q2 		$352K Hold
2,565
– – 0.05% 168
2024
Q1 		$352K Buy
2,565
+85
+3% +$11.6K 0.05% 175
2023
Q4 		$337K Sell
2,480
-225
-8% -$27.5K 0.05% 164
2023
Q3 		$331K Sell
2,705
-35
-1% -$4.45K 0.06% 156
2023
Q2 		$348K Hold
2,740
– – 0.06% 162
2023
Q1 		$354K Hold
2,740
– – 0.06% 161
2022
Q4 		$360K Sell
2,740
-150
-5% -$19.4K 0.07% 154
2022
Q3 		$338 Buy
2,890
+15
+0.5% +$1.86K 0.07% 155
2022
Q2 		$338 Sell
2,875
-305
-10% -$36.2K 0.06% 175
2022
Q1 		$414 Hold
3,180
– – 0.06% 176
2021
Q4 		$485 Hold
3,180
– – 0.08% 163
2021
Q3 		$514K Hold
3,180
– – 0.09% 149
2021
Q2 		$520K Sell
3,180
-150
-5% -$23.1K 0.09% 157
2021
Q1 		$501K Sell
3,330
-75
-2% -$11.9K 0.09% 155
2020
Q4 		$516K Sell
3,405
-300
-8% -$42.9K 0.1% 143
2020
Q3 		$502K Sell
3,705
-300
-7% -$40.7K 0.12% 122
2020
Q2 		$547K Buy
4,005
+700
+21% +$89.2K 0.17% 89
2020
Q1 		$356K Sell
3,305
-500
-13% -$57.6K 0.12% 106
2019
Q4 		$459K Sell
3,805
-45
-1% -$5.02K 0.12% 118
2019
Q3 		$383K Hold
3,850
– – 0.11% 126
2019
Q2 		$420K Hold
3,850
– – 0.12% 119
2019
Q1 		$430K Buy
3,850
+75
+2% +$8.23K 0.13% 111
2018
Q4 		$364K Buy
3,775
+135
+4% +$14.3K 0.12% 112
2018
Q3 		$444K Hold
3,640
– – 0.13% 110
2018
Q2 		$400K Buy
+3,640
New +$389K 0.13% 116

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baldwin Investment Management's IBB Position: Q4 2024 in Review

Baldwin Investment Management sold out of iShares Biotechnology ETF (IBB) in Q4 2024, closing a stake of 2,565 shares — an estimated $373K sold.

Baldwin Investment Management first reported a position in IBB in Q2 2018 and held it in 26 quarters. The position peaked at $547K in Q2 2020. 874 funds tracked by Wall St. Rank hold IBB as of Q4 2024.

  • Baldwin Investment Management reported no remaining iShares Biotechnology ETF position as of Q4 2024 after selling out during the quarter.
  • Baldwin Investment Management sold 2,565 iShares Biotechnology ETF shares in Q4 2024, an estimated $373K.
  • Baldwin Investment Management first reported a position in iShares Biotechnology ETF in Q2 2018 and held it in 26 quarters.
  • Baldwin Investment Management's iShares Biotechnology ETF position peaked at $547K in Q2 2020.
  • 874 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2024.

Based on Baldwin Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.