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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return