Baldwin Wealth Partners’s iShares Biotechnology ETF IBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $209K | Sell |
994
-63
| -6% | -$12.6K | 0.01% | 226 |
|
|
2026
Q2 | $201K | Buy |
+1,057
| New | +$182K | 0.01% | 229 |
|
|
2026
Q1 | – | Sell |
-1,385
| Closed | -$234K | – | 237 |
|
|
2025
Q4 | $234K | Sell |
1,385
-120
| -8% | -$19.5K | 0.01% | 228 |
|
|
2025
Q3 | $217K | Sell |
1,505
-160
| -10% | -$21.8K | 0.01% | 222 |
|
|
2025
Q2 | $211K | Sell |
1,665
-30
| -2% | -$3.68K | 0.01% | 210 |
|
|
2025
Q1 | $217K | Sell |
1,695
-95
| -5% | -$12.9K | 0.02% | 210 |
|
|
2024
Q4 | $237K | Sell |
1,790
-140
| -7% | -$19.7K | 0.02% | 209 |
|
|
2024
Q3 | $281K | Sell |
1,930
-105
| -5% | -$15.2K | 0.02% | 279 |
|
|
2024
Q2 | $279K | Sell |
2,035
-105
| -5% | -$14K | 0.02% | 170 |
|
|
2024
Q1 | $294K | Sell |
2,140
-355
| -14% | -$48.5K | 0.02% | 183 |
|
|
2023
Q4 | $339K | Sell |
2,495
-100
| -4% | -$12.2K | 0.03% | 176 |
|
|
2023
Q3 | $317K | Sell |
2,595
-35
| -1% | -$4.45K | 0.03% | 189 |
|
|
2023
Q2 | $334K | Hold |
2,630
| – | – | 0.03% | 200 |
|
|
2023
Q1 | $340K | Hold |
2,630
| – | – | 0.03% | 193 |
|
|
2022
Q4 | $345K | Buy |
2,630
+2,510
| +2,092% | +$324K | 0.03% | 190 |
|
|
2022
Q3 | $14K | Hold |
120
| – | – | ﹤0.01% | 483 |
|
|
2022
Q2 | $14K | Hold |
120
| – | – | ﹤0.01% | 504 |
|
|
2022
Q1 | $16K | Hold |
120
| – | – | ﹤0.01% | 498 |
|
|
2021
Q4 | $18K | Sell |
120
-61
| -34% | -$9.44K | ﹤0.01% | 459 |
|
|
2021
Q3 | $29K | Hold |
181
| – | – | ﹤0.01% | 411 |
|
|
2021
Q2 | $30K | Hold |
181
| – | – | ﹤0.01% | 419 |
|
|
2021
Q1 | $27K | Buy |
181
+61
| +51% | +$9.7K | ﹤0.01% | 420 |
|
|
2020
Q4 | $18K | Hold |
120
| – | – | ﹤0.01% | 410 |
|
|
2020
Q3 | $16K | Hold |
120
| – | – | ﹤0.01% | 403 |
|
|
2020
Q2 | $16K | Hold |
120
| – | – | ﹤0.01% | 404 |
|
|
2020
Q1 | $13K | Hold |
120
| – | – | ﹤0.01% | 406 |
|
|
2019
Q4 | $14K | Hold |
120
| – | – | ﹤0.01% | 434 |
|
|
2019
Q3 | $12K | Hold |
120
| – | – | ﹤0.01% | 439 |
|
|
2019
Q2 | $13K | Hold |
120
| – | – | ﹤0.01% | 428 |
|
|
2019
Q1 | $13K | Hold |
120
| – | – | ﹤0.01% | 431 |
|
|
2018
Q4 | $12K | Hold |
120
| – | – | ﹤0.01% | 419 |
|
|
2018
Q3 | $15K | Hold |
120
| – | – | ﹤0.01% | 432 |
|
|
2018
Q2 | $13K | Hold |
120
| – | – | ﹤0.01% | 439 |
|
|
2018
Q1 | $13K | Hold |
120
| – | – | ﹤0.01% | 417 |
|
|
2017
Q4 | $13K | Hold |
120
| – | – | ﹤0.01% | 404 |
|
|
2017
Q3 | $13K | Hold |
120
| – | – | ﹤0.01% | 399 |
|
|
2017
Q2 | $12K | Hold |
120
| – | – | ﹤0.01% | 414 |
|
|
2017
Q1 | $12K | Hold |
120
| – | – | ﹤0.01% | 413 |
|
|
2016
Q4 | $11K | Hold |
120
| – | – | ﹤0.01% | 434 |
|
|
2016
Q3 | $12K | Hold |
120
| – | – | ﹤0.01% | 435 |
|
|
2016
Q2 | $10K | Hold |
120
| – | – | ﹤0.01% | 394 |
|
|
2016
Q1 | $10K | Buy |
+120
| New | +$10.7K | ﹤0.01% | 413 |
|
Other funds holding IBB
Baldwin Wealth Partners's IBB Position: Q3 2026 in Review
Baldwin Wealth Partners reduced its iShares Biotechnology ETF (IBB) stake by 6% in Q3 2026, selling an estimated $12.6K and leaving 994 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #226.
Baldwin Wealth Partners first reported a position in IBB in Q1 2016 and has held it in 42 quarters since. The position peaked at $345K in Q4 2022. 700 funds tracked by Wall St. Rank hold IBB as of Q3 2026.
- Baldwin Wealth Partners held 994 shares of iShares Biotechnology ETF worth $209K as of Q3 2026.
- Baldwin Wealth Partners sold 63 iShares Biotechnology ETF shares in Q3 2026, an estimated $12.6K.
- iShares Biotechnology ETF made up 0.01% of Baldwin Wealth Partners's portfolio in Q3 2026, its #226 holding.
- Baldwin Wealth Partners first reported a position in iShares Biotechnology ETF in Q1 2016 and has held it in 42 quarters since.
- Baldwin Wealth Partners's iShares Biotechnology ETF position peaked at $345K in Q4 2022.
- 700 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.
Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.