Consultiva Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Consultiva Wealth Management’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	$33.8K	Hold	200	–	–	0.1%	116
2025 Q4	$33.8K	Hold	200	–	–	0.09%	113
2025 Q3	$28.9K	Hold	200	–	–	0.08%	127
2025 Q2	$25.3K	Hold	200	–	–	0.08%	133
2025 Q1	$25.6K	Hold	200	–	–	0.09%	134
2024 Q4	$26.4K	Buy	+200	New	+$28.1K	0.13%	82
2023 Q3	–	Sell	-60	Closed	-$7.63K	–	32
2023 Q2	$7.63K	Hold	60	–	–	0.19%	28
2023 Q1	$7.76K	Hold	60	–	–	0.2%	27
2022 Q4	$7.89K	Buy	60 +32	+114%	+$4.14K	0.21%	28
2022 Q3	$3K	Hold	28	–	–	0.08%	32
2022 Q2	$3K	Hold	28	–	–	0.08%	32
2022 Q1	$4K	Hold	28	–	–	0.1%	29
2021 Q4	$4K	Buy	+28	New	+$4.33K	0.09%	30

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Consultiva Wealth Management's IBB Position: Q1 2026 in Review

Consultiva Wealth Management held its iShares Biotechnology ETF (IBB) position steady in Q1 2026 at 200 shares worth $33.8K. The position accounts for 0.1% of the portfolio, ranked #116.

Consultiva Wealth Management first reported a position in IBB in Q4 2021 and has held it in 13 quarters since. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

Consultiva Wealth Management held 200 shares of iShares Biotechnology ETF worth $33.8K as of Q1 2026.
Consultiva Wealth Management left its iShares Biotechnology ETF share count unchanged in Q1 2026.
iShares Biotechnology ETF made up 0.1% of Consultiva Wealth Management's portfolio in Q1 2026, its #116 holding.
Consultiva Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2021 and has held it in 13 quarters since.
917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Consultiva Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.