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Broadleaf Partners’s iShares Biotechnology ETF IBB Stock Holding History

Broadleaf Partners’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
-2,122
Closed -$309K – 80
2024
Q3 		$309K Hold
2,122
– – 0.07% 68
2024
Q2 		$291K Sell
2,122
-21
-1% -$2.8K 0.07% 65
2024
Q1 		$294K Sell
2,143
-221
-9% -$30.2K 0.08% 70
2023
Q4 		$321K Sell
2,364
-45
-2% -$5.49K 0.09% 66
2023
Q3 		$295K Hold
2,409
– – 0.1% 59
2023
Q2 		$306K Hold
2,409
– – 0.1% 62
2023
Q1 		$311K Hold
2,409
– – 0.11% 64
2022
Q4 		$316K Hold
2,409
– – 0.12% 56
2022
Q3 		$282K Hold
2,409
– – 0.12% 60
2022
Q2 		$283K Sell
2,409
-35
-1% -$4.16K 0.12% 59
2022
Q1 		$318K Sell
2,444
-443
-15% -$57.7K 0.11% 58
2021
Q4 		$441K Hold
2,887
– – 0.14% 54
2021
Q3 		$467K Hold
2,887
– – 0.15% 54
2021
Q2 		$472K Sell
2,887
-37
-1% -$5.7K 0.16% 54
2021
Q1 		$440K Hold
2,924
– – 0.17% 54
2020
Q4 		$443K Hold
2,924
– – 0.17% 51
2020
Q3 		$396K Hold
2,924
– – 0.17% 51
2020
Q2 		$400K Hold
2,924
– – 0.2% 48
2020
Q1 		$315K Buy
2,924
+420
+17% +$48.4K 0.2% 50
2019
Q4 		$302K Hold
2,504
– – 0.17% 52
2019
Q3 		$249K Sell
2,504
-5
-0.2% -$523 0.16% 52
2019
Q2 		$274K Buy
2,509
+50
+2% +$5.32K 0.18% 47
2019
Q1 		$275K Hold
2,459
– – 0.19% 43
2018
Q4 		$237K Buy
2,459
+95
+4% +$10.1K 0.19% 45
2018
Q3 		$288K Hold
2,364
– – 0.19% 46
2018
Q2 		$260K Hold
2,364
– – 0.19% 46
2018
Q1 		$252K Buy
2,364
+48
+2% +$5.32K 0.19% 45
2017
Q4 		$247K Buy
+2,316
New +$248K 0.21% 43

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

Broadleaf Partners's IBB Position: Q4 2024 in Review

Broadleaf Partners sold out of iShares Biotechnology ETF (IBB) in Q4 2024, closing a stake of 2,122 shares — an estimated $309K sold.

Broadleaf Partners first reported a position in IBB in Q4 2017 and held it in 28 quarters. The position peaked at $472K in Q2 2021. 874 funds tracked by Wall St. Rank hold IBB as of Q4 2024.

  • Broadleaf Partners reported no remaining iShares Biotechnology ETF position as of Q4 2024 after selling out during the quarter.
  • Broadleaf Partners sold 2,122 iShares Biotechnology ETF shares in Q4 2024, an estimated $309K.
  • Broadleaf Partners first reported a position in iShares Biotechnology ETF in Q4 2017 and held it in 28 quarters.
  • Broadleaf Partners's iShares Biotechnology ETF position peaked at $472K in Q2 2021.
  • 874 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2024.

Based on Broadleaf Partners's 13F filing for Q4 2024, filed 13 Feb 2025.