Coastal Bridge Advisors’s iShares Biotechnology ETF IBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.81M | Buy |
20,007
+270
| +1% | +$46.4K | 0.24% | 101 |
|
|
2026
Q1 | $3.33M | Buy |
19,737
+1,178
| +6% | +$201K | 0.24% | 99 |
|
|
2025
Q4 | $3.13M | Buy |
18,559
+14,394
| +346% | +$2.34M | 0.23% | 103 |
|
|
2025
Q3 | $601K | Sell |
4,165
-1,212
| -23% | -$165K | 0.05% | 268 |
|
|
2025
Q2 | $680K | Sell |
5,377
-1,450
| -21% | -$178K | 0.06% | 250 |
|
|
2025
Q1 | $873K | Buy |
6,827
+4,877
| +250% | +$661K | 0.08% | 212 |
|
|
2024
Q4 | $258K | Hold |
1,950
| – | – | 0.06% | 131 |
|
|
2024
Q3 | $284K | Hold |
1,950
| – | – | 0.07% | 125 |
|
|
2024
Q2 | $268K | Hold |
1,950
| – | – | 0.07% | 121 |
|
|
2024
Q1 | $268K | Hold |
1,950
| – | – | 0.06% | 132 |
|
|
2023
Q4 | $265K | Hold |
1,950
| – | – | 0.07% | 129 |
|
|
2023
Q3 | $238K | Hold |
1,950
| – | – | 0.06% | 127 |
|
|
2023
Q2 | $248K | Hold |
1,950
| – | – | 0.06% | 121 |
|
|
2023
Q1 | $252K | Hold |
1,950
| – | – | 0.06% | 128 |
|
|
2022
Q4 | $256K | Hold |
1,950
| – | – | 0.07% | 123 |
|
|
2022
Q3 | $228K | Hold |
1,950
| – | – | 0.06% | 135 |
|
|
2022
Q2 | $229K | Hold |
1,950
| – | – | 0.07% | 127 |
|
|
2022
Q1 | $254K | Hold |
1,950
| – | – | 0.06% | 129 |
|
|
2021
Q4 | $298K | Hold |
1,950
| – | – | 0.06% | 142 |
|
|
2021
Q3 | $315K | Hold |
1,950
| – | – | 0.07% | 103 |
|
|
2021
Q2 | $319K | Hold |
1,950
| – | – | 0.07% | 106 |
|
|
2021
Q1 | $294K | Hold |
1,950
| – | – | 0.05% | 105 |
|
|
2020
Q4 | $295K | Hold |
1,950
| – | – | 0.06% | 101 |
|
|
2020
Q3 | $264K | Hold |
1,950
| – | – | 0.08% | 94 |
|
|
2020
Q2 | $267K | Hold |
1,950
| – | – | 0.09% | 104 |
|
|
2020
Q1 | $210K | Hold |
1,950
| – | – | 0.08% | 114 |
|
|
2019
Q4 | $235K | Buy |
+1,950
| New | +$218K | 0.06% | 108 |
|
|
2019
Q3 | – | Sell |
-1,950
| Closed | -$213K | – | 155 |
|
|
2019
Q2 | $213K | Hold |
1,950
| – | – | 0.06% | 111 |
|
|
2019
Q1 | $218K | Buy |
+1,950
| New | +$214K | 0.08% | 109 |
|
|
2018
Q4 | – | Sell |
-1,950
| Closed | -$238K | – | 137 |
|
|
2018
Q3 | $238K | Hold |
1,950
| – | – | 0.09% | 110 |
|
|
2018
Q2 | $214K | Hold |
1,950
| – | – | 0.09% | 117 |
|
|
2018
Q1 | $208K | Hold |
1,950
| – | – | 0.08% | 117 |
|
|
2017
Q4 | $213K | Hold |
1,950
| – | – | 0.07% | 115 |
|
|
2017
Q3 | $217K | Hold |
1,950
| – | – | 0.07% | 105 |
|
|
2017
Q2 | $202K | Buy |
+1,950
| New | +$192K | 0.07% | 103 |
|
Other funds holding IBB
CB
Coastal Bridge Advisors's IBB Position: Q2 2026 in Review
Coastal Bridge Advisors increased its iShares Biotechnology ETF (IBB) stake by 1.4% in Q2 2026, buying an estimated $46.4K and bringing the position to 20,007 shares worth $3.81M. The position accounts for 0.24% of the portfolio, ranked #101.
Coastal Bridge Advisors first reported a position in IBB in Q2 2017 and has held it in 35 quarters since. 960 funds tracked by Wall St. Rank hold IBB as of Q2 2026.
- Coastal Bridge Advisors held 20,007 shares of iShares Biotechnology ETF worth $3.81M as of Q2 2026.
- Coastal Bridge Advisors bought 270 iShares Biotechnology ETF shares in Q2 2026, an estimated $46.4K.
- iShares Biotechnology ETF made up 0.24% of Coastal Bridge Advisors's portfolio in Q2 2026, its #101 holding.
- Coastal Bridge Advisors first reported a position in iShares Biotechnology ETF in Q2 2017 and has held it in 35 quarters since.
- 960 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.
Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.