Corient Private Wealth
IBB icon

Corient Private Wealth’s iShares Biotechnology ETF IBB Stock Holding History

Corient Private Wealth’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 		$9.39M Sell
57,394
-570,300
-91% -$97.5M 0.01% 646
2025
Q4 		$21M Buy
627,694
+598,566
+2,055% +$97.2M 0.01% 548
2025
Q3 		$4.21M Sell
29,128
-27,402
-48% -$3.74M 0.01% 768
2025
Q2 		$7.15M Sell
56,530
-63,814
-53% -$7.83M 0.01% 602
2025
Q1 		$15.4M Buy
120,344
+45,010
+60% +$6.1M 0.03% 432
2024
Q4 		$9.72M Sell
75,334
-9,680
-11% -$1.36M 0.02% 521
2024
Q3 		$12.4M Sell
85,014
-4,003
-4% -$579K 0.02% 514
2024
Q2 		$12.2M Sell
89,017
-554
-0.6% -$74K 0.02% 482
2024
Q1 		$12.3M Buy
89,571
+2,871
+3% +$392K 0.02% 479
2023
Q4 		$11.8M Buy
86,700
+841
+1% +$103K 0.02% 482
2023
Q3 		$10.5M Sell
85,859
-4,277
-5% -$544K 0.02% 466
2023
Q2 		$11.4M Sell
90,136
-6,447
-7% -$837K 0.03% 453
2023
Q1 		$12.5M Buy
96,583
+35,405
+58% +$4.63M 0.03% 401
2022
Q4 		$8.03M Buy
+61,178
New +$7.91M 0.03% 407

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 $235B 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 $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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 $530B AUM 22.01% 1-Year Est. Return

Corient Private Wealth's IBB Position: Q1 2026 in Review

Corient Private Wealth reduced its iShares Biotechnology ETF (IBB) stake by 91% in Q1 2026, selling an estimated $97.5M and leaving 57,394 shares worth $9.39M. The position accounts for 0.01% of the portfolio, ranked #646.

Corient Private Wealth first reported a position in IBB in Q4 2022 and has held it in 14 quarters since. The position peaked at $21M in Q4 2025. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Corient Private Wealth held 57,394 shares of iShares Biotechnology ETF worth $9.39M as of Q1 2026.
  • Corient Private Wealth sold 570,300 iShares Biotechnology ETF shares in Q1 2026, an estimated $97.5M.
  • iShares Biotechnology ETF made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #646 holding.
  • Corient Private Wealth first reported a position in iShares Biotechnology ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's iShares Biotechnology ETF position peaked at $21M in Q4 2025.
  • 917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.