Covestor’s iShares Biotechnology ETF IBB Stock Holding History

Covestor’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	$1K	Sell	3 -1	-25%	-$171	﹤0.01%	2057
2025 Q4	$1K	Hold	4	–	–	﹤0.01%	2075
2025 Q3	$1K	Hold	4	–	–	﹤0.01%	2096
2025 Q2	$1K	Buy	+4	New	+$491	﹤0.01%	2012
2025 Q1	–	Hold	0	–	–	–	2453
2024 Q4	–	Hold	0	–	–	–	2466
2024 Q3	–	Hold	0	–	–	–	2445
2024 Q2	–	Hold	0	–	–	–	2464
2024 Q1	–	Sell	-4	Closed	-$546	–	2467
2023 Q4	$1K	Buy	+4	New	+$488	﹤0.01%	1979
2023 Q3	–	Sell	-11	Closed	-$1K	–	2380
2023 Q2	$1K	Sell	11 -2	-15%	-$260	﹤0.01%	1959
2023 Q1	$2K	Hold	13	–	–	﹤0.01%	1757
2022 Q4	$2K	Hold	13	–	–	﹤0.01%	1778
2022 Q3	$2K	Hold	13	–	–	﹤0.01%	1712
2022 Q2	$2K	Hold	13	–	–	﹤0.01%	1614
2022 Q1	$2K	Sell	13 -10	-43%	-$1.3K	﹤0.01%	1674
2021 Q4	$4K	Buy	+23	New	+$3.56K	0.01%	1394

Other funds holding IBB

Bank of America

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

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

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 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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return