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CIA
Choate Investment Advisors’s
iShares Biotechnology ETF
IBB
Stock Holding History
Choate Investment Advisors’s Portfolio
IBB Stock Details
IBB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$2.59M
Hold
15,352
–
–
0.05%
139
2025
Q4
$2.59M
Hold
15,352
–
–
0.05%
134
2025
Q3
$2.22M
Hold
15,352
–
–
0.05%
138
2025
Q2
$1.94M
Hold
15,352
–
–
0.04%
143
2025
Q1
$1.96M
Hold
15,352
–
–
0.05%
135
2024
Q4
$2.03M
Sell
15,352
-250
-2%
-$35.1K
0.05%
135
2024
Q3
$2.27M
Hold
15,602
–
–
0.06%
130
2024
Q2
$2.14M
Hold
15,602
–
–
0.06%
131
2024
Q1
$2.14M
Buy
+15,602
New
+$2.13M
0.06%
138
2023
Q4
–
Sell
-606
Closed
-$74.1K
–
401
2023
Q3
$74.1K
Sell
606
-600
-50%
-$76.3K
﹤0.01%
383
2023
Q2
$153K
Hold
1,206
–
–
0.01%
292
2023
Q1
$156K
Hold
1,206
–
–
0.01%
265
2022
Q4
$158K
Hold
1,206
–
–
0.01%
272
2022
Q3
$141K
Sell
1,206
-200
-14%
-$24.8K
0.01%
247
2022
Q2
$165K
Hold
1,406
–
–
0.01%
259
2022
Q1
$183K
Sell
1,406
-415
-23%
-$54.1K
0.01%
293
2021
Q4
$278K
Buy
1,821
+921
+102%
+$143K
0.02%
240
2021
Q3
$146K
Hold
900
–
–
0.01%
260
2021
Q2
$147K
Hold
900
–
–
0.01%
272
2021
Q1
$136K
Hold
900
–
–
0.01%
257
2020
Q4
$136K
Hold
900
–
–
0.01%
245
2020
Q3
$122K
Buy
+900
New
+$122K
0.01%
245
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Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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$157B AUM
32.99%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
CB
Commerce Bank
Kansas City, Missouri
$20.7B AUM
23.76%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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