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Concurrent Investment Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Concurrent 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 		$7.97M Buy
41,899
+1,567
+4% +$269K 0.07% 319
2026
Q1 		$6.81M Buy
40,332
+4,643
+13% +$794K 0.07% 287
2025
Q4 		$6.02M Buy
35,689
+31,766
+810% +$5.16M 0.07% 285
2025
Q3 		$566K Sell
3,923
-77
-2% -$10.5K 0.01% 859
2025
Q2 		$506K Sell
4,000
-523
-12% -$64.2K 0.01% 842
2025
Q1 		$579K Buy
4,523
+375
+9% +$50.8K 0.01% 705
2024
Q4 		$548K Buy
4,148
+436
+12% +$61.3K 0.01% 647
2024
Q3 		$541K Buy
3,712
+123
+3% +$17.8K 0.02% 600
2024
Q2 		$493K Buy
3,589
+630
+21% +$84.1K 0.02% 588
2024
Q1 		$406K Sell
2,959
-66
-2% -$9.01K 0.02% 605
2023
Q4 		$411K Buy
+3,025
New +$369K 0.02% 543

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

Concurrent Investment Advisors increased its iShares Biotechnology ETF (IBB) stake by 3.9% in Q2 2026, buying an estimated $269K and bringing the position to 41,899 shares worth $7.97M. The position accounts for 0.07% of the portfolio, ranked #319.

Concurrent Investment Advisors first reported a position in IBB in Q4 2023 and has held it in 11 quarters since. 955 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Concurrent Investment Advisors held 41,899 shares of iShares Biotechnology ETF worth $7.97M as of Q2 2026.
  • Concurrent Investment Advisors bought 1,567 iShares Biotechnology ETF shares in Q2 2026, an estimated $269K.
  • iShares Biotechnology ETF made up 0.07% of Concurrent Investment Advisors's portfolio in Q2 2026, its #319 holding.
  • Concurrent Investment Advisors first reported a position in iShares Biotechnology ETF in Q4 2023 and has held it in 11 quarters since.
  • 955 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.