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Cumberland Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Cumberland 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
Q2 		$12.2M Buy
64,018
+260
+0.4% +$44.7K 4.29% 5
2026
Q1 		$10.8M Sell
63,758
-475
-0.7% -$81.2K 4.21% 6
2025
Q4 		$10.8M Sell
64,233
-1,165
-2% -$189K 4.11% 6
2025
Q3 		$9.44M Sell
65,398
-520
-0.8% -$71K 3.62% 7
2025
Q2 		$8.34M Sell
65,918
-7,525
-10% -$924K 3.51% 7
2025
Q1 		$9.39M Sell
73,443
-630
-0.9% -$85.4K 4.26% 5
2024
Q4 		$9.79M Sell
74,073
-2,880
-4% -$405K 3.91% 7
2024
Q3 		$11.2M Sell
76,953
-3,270
-4% -$473K 4.45% 6
2024
Q2 		$11M Sell
80,223
-2,615
-3% -$349K 4.51% 6
2024
Q1 		$11.4M Sell
82,838
-4,145
-5% -$566K 4.23% 7
2023
Q4 		$11.8M Buy
86,983
+35,493
+69% +$4.33M 5.07% 6
2023
Q3 		$6.3M Buy
+51,490
New +$6.55M 2.79% 9
2018
Q4 		– Sell
-2,005
Closed -$244K – 79
2018
Q3 		$244K Sell
2,005
-165
-8% -$19.4K 0.16% 41
2018
Q2 		$238K Buy
2,170
+100
+5% +$10.7K 0.15% 40
2018
Q1 		$221K Sell
2,070
-62,940
-97% -$6.98M 0.14% 40
2017
Q4 		$6.94M Buy
65,010
+14,580
+29% +$1.56M 3.84% 6
2017
Q3 		$5.61M Sell
50,430
-4,815
-9% -$515K 3.44% 6
2017
Q2 		$5.71M Buy
55,245
+11,370
+26% +$1.12M 3.36% 10
2017
Q1 		$4.29M Buy
+43,875
New +$4.2M 2.69% 17
2014
Q1 		– Sell
-3,480
Closed -$263K – 38
2013
Q4 		$263K Sell
3,480
-79,110
-96% -$5.61M 0.15% 28
2013
Q3 		$5.77M Sell
82,590
-8,085
-9% -$530K 3.42% 9
2013
Q2 		$5.26M Buy
+90,675
New +$5.24M 2.87% 14

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Cumberland Advisors's IBB Position: Q2 2026 in Review

Cumberland Advisors increased its iShares Biotechnology ETF (IBB) stake by 0.41% in Q2 2026, buying an estimated $44.7K and bringing the position to 64,018 shares worth $12.2M. The position accounts for 4.29% of the portfolio, ranked #5.

Cumberland Advisors first reported a position in IBB in Q2 2013 and has held it in 22 quarters since. 956 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Cumberland Advisors held 64,018 shares of iShares Biotechnology ETF worth $12.2M as of Q2 2026.
  • Cumberland Advisors bought 260 iShares Biotechnology ETF shares in Q2 2026, an estimated $44.7K.
  • iShares Biotechnology ETF made up 4.29% of Cumberland Advisors's portfolio in Q2 2026, its #5 holding.
  • Cumberland Advisors first reported a position in iShares Biotechnology ETF in Q2 2013 and has held it in 22 quarters since.
  • 956 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Cumberland Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.