Concurrent Investment 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
2025
Q2
$506K Sell
2025
Q1
$579K Buy
2024
Q4
$548K Buy
2024
Q3
$541K Buy
2024
Q2
$493K Buy
2024
Q1
$406K Sell
2023
Q4
$411K Buy