CP
IBB icon

Camelot Portfolios’s iShares Biotechnology ETF IBB Stock Holding History

Camelot Portfolios’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
2025
Q4 		– Hold
0
– – – 606
2024
Q2 		– Hold
0
– – – 599
2024
Q1 		– Sell
-1,833
Closed -$249K – 168
2023
Q4 		$249K Buy
+1,833
New +$224K 0.15% 159

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Camelot Portfolios's IBB Position: Q4 2025 in Review

Camelot Portfolios held its iShares Biotechnology ETF (IBB) position steady in Q4 2025 at 0 shares worth $4. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Camelot Portfolios first reported a position in IBB in Q4 2023 and has held it in 1 quarter since. The position peaked at $249K in Q4 2023. 959 funds tracked by Wall St. Rank hold IBB as of Q4 2025.

  • Camelot Portfolios held 0 shares of iShares Biotechnology ETF worth $4 as of Q4 2025.
  • Camelot Portfolios left its iShares Biotechnology ETF share count unchanged in Q4 2025.
  • iShares Biotechnology ETF made up ﹤0.01% of Camelot Portfolios's portfolio in Q4 2025, its #606 holding.
  • Camelot Portfolios first reported a position in iShares Biotechnology ETF in Q4 2023 and has held it in 1 quarter since.
  • Camelot Portfolios's iShares Biotechnology ETF position peaked at $249K in Q4 2023.
  • 959 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2025.

Based on Camelot Portfolios's 13F filing for Q4 2025, filed 29 Jan 2026.