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

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.92M	Hold	15,352	–	–	0.05%	142
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

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Choate Investment Advisors's IBB Position: Q2 2026 in Review

Choate Investment Advisors held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 15,352 shares worth $2.92M. The position accounts for 0.05% of the portfolio, ranked #142.

Choate Investment Advisors first reported a position in IBB in Q3 2020 and has held it in 23 quarters since. 955 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Choate Investment Advisors held 15,352 shares of iShares Biotechnology ETF worth $2.92M as of Q2 2026.
Choate Investment Advisors left its iShares Biotechnology ETF share count unchanged in Q2 2026.
iShares Biotechnology ETF made up 0.05% of Choate Investment Advisors's portfolio in Q2 2026, its #142 holding.
Choate Investment Advisors first reported a position in iShares Biotechnology ETF in Q3 2020 and has held it in 23 quarters since.
955 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.