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Chesley Taft & Associates’s iShares Biotechnology ETF IBB Stock Holding History

Chesley Taft & Associates’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 		$4.54M Buy
23,862
+54
+0.2% +$9.28K 0.18% 99
2026
Q1 		$4.02M Sell
23,808
-2,599
-10% -$444K 0.17% 103
2025
Q4 		$4.46M Buy
26,407
+990
+4% +$161K 0.18% 103
2025
Q3 		$3.67M Sell
25,417
-95
-0.4% -$13K 0.16% 116
2025
Q2 		$3.23M Sell
25,512
-1,101
-4% -$135K 0.14% 116
2025
Q1 		$3.4M Sell
26,613
-85
-0.3% -$11.5K 0.16% 111
2024
Q4 		$3.53M Sell
26,698
-5,860
-18% -$824K 0.16% 104
2024
Q3 		$4.74M Sell
32,558
-374
-1% -$54.1K 0.23% 86
2024
Q2 		$4.52M Buy
32,932
+373
+1% +$49.8K 0.23% 84
2024
Q1 		$4.47M Buy
32,559
+307
+1% +$41.9K 0.23% 86
2023
Q4 		$4.38M Sell
32,252
-182
-0.6% -$22.2K 0.25% 85
2023
Q3 		$3.97M Sell
32,434
-35
-0.1% -$4.45K 0.26% 84
2023
Q2 		$4.12M Sell
32,469
-295
-0.9% -$38.3K 0.25% 83
2023
Q1 		$4.23M Sell
32,764
-712
-2% -$93.2K 0.28% 82
2022
Q4 		$4.4M Buy
33,476
+190
+0.6% +$24.6K 0.3% 80
2022
Q3 		$3.89M Buy
33,286
+509
+2% +$63.2K 0.29% 82
2022
Q2 		$3.86M Buy
32,777
+135
+0.4% +$16K 0.26% 86
2022
Q1 		$4.22M Buy
32,642
+901
+3% +$117K 0.25% 86
2021
Q4 		$4.84M Buy
31,741
+775
+3% +$120K 0.25% 88
2021
Q3 		$5.01M Buy
30,966
+10
+0% +$1.68K 0.29% 81
2021
Q2 		$5.07M Buy
30,956
+85
+0.3% +$13.1K 0.29% 81
2021
Q1 		$4.7M Sell
30,871
-6,613
-18% -$1.05M 0.28% 80
2020
Q4 		$5.68M Buy
37,484
+390
+1% +$55.7K 0.36% 69
2020
Q3 		$5.02M Sell
37,094
-1,230
-3% -$167K 0.36% 67
2020
Q2 		$5.24M Sell
38,324
-350
-0.9% -$44.6K 0.4% 65
2020
Q1 		$4.17M Sell
38,674
-370
-0.9% -$42.6K 0.38% 69
2019
Q4 		$4.71M Sell
39,044
-50
-0.1% -$5.58K 0.34% 75
2019
Q3 		$3.89M Sell
39,094
-62
-0.2% -$6.49K 0.3% 77
2019
Q2 		$4.27M Sell
39,156
-513
-1% -$54.6K 0.33% 75
2019
Q1 		$4.43M Sell
39,669
-755
-2% -$82.8K 0.37% 69
2018
Q4 		$3.9M Sell
40,424
-960
-2% -$102K 0.38% 69
2018
Q3 		$5.05M Buy
41,384
+1,150
+3% +$135K 0.4% 66
2018
Q2 		$4.42M Sell
40,234
-167
-0.4% -$17.9K 0.38% 72
2018
Q1 		$4.31M Sell
40,401
-375
-0.9% -$41.6K 0.38% 73
2017
Q4 		$4.35M Sell
40,776
-648
-2% -$69.3K 0.37% 76
2017
Q3 		$4.61M Sell
41,424
-438
-1% -$46.8K 0.4% 79
2017
Q2 		$4.33M Buy
41,862
+330
+0.8% +$32.5K 0.39% 77
2017
Q1 		$4.06M Sell
41,532
-1,155
-3% -$111K 0.38% 74
2016
Q4 		$3.78M Buy
42,687
+120
+0.3% +$10.9K 0.37% 75
2016
Q3 		$4.11M Sell
42,567
-810
-2% -$77.1K 0.41% 70
2016
Q2 		$3.72M Buy
43,377
+297
+0.7% +$26.6K 0.38% 79
2016
Q1 		$3.75M Buy
43,080
+63
+0.1% +$5.63K 0.39% 74
2015
Q4 		$4.85M Sell
43,017
-4,140
-9% -$449K 0.51% 66
2015
Q3 		$4.77M Sell
47,157
-270
-0.6% -$32.4K 0.52% 64
2015
Q2 		$5.83M Sell
47,427
-345
-0.7% -$41.3K 0.59% 59
2015
Q1 		$5.47M Sell
47,772
-4,743
-9% -$523K 0.56% 60
2014
Q4 		$5.31M Sell
52,515
-1,590
-3% -$155K 0.54% 62
2014
Q3 		$4.93M Buy
54,105
+300
+0.6% +$26.3K 0.52% 64
2014
Q2 		$4.61M Buy
53,805
+180
+0.3% +$14.2K 0.48% 69
2014
Q1 		$4.23M Sell
53,625
-150
-0.3% -$12.5K 0.45% 71
2013
Q4 		$4.07M Sell
53,775
-1,920
-3% -$136K 0.41% 77
2013
Q3 		$3.89M Buy
55,695
+7,284
+15% +$477K 0.42% 79
2013
Q2 		$2.81M Buy
+48,411
New +$2.8M 0.33% 83

Other funds holding IBB

GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
MCG
McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

Chesley Taft & Associates's IBB Position: Q2 2026 in Review

Chesley Taft & Associates increased its iShares Biotechnology ETF (IBB) stake by 0.23% in Q2 2026, buying an estimated $9.28K and bringing the position to 23,862 shares worth $4.54M. The position accounts for 0.18% of the portfolio, ranked #99.

Chesley Taft & Associates first reported a position in IBB in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.83M in Q2 2015. 158 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Chesley Taft & Associates held 23,862 shares of iShares Biotechnology ETF worth $4.54M as of Q2 2026.
  • Chesley Taft & Associates bought 54 iShares Biotechnology ETF shares in Q2 2026, an estimated $9.28K.
  • iShares Biotechnology ETF made up 0.18% of Chesley Taft & Associates's portfolio in Q2 2026, its #99 holding.
  • Chesley Taft & Associates first reported a position in iShares Biotechnology ETF in Q2 2013 and has held it in 53 quarters since.
  • Chesley Taft & Associates's iShares Biotechnology ETF position peaked at $5.83M in Q2 2015.
  • 158 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.