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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
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 $1.37T 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

Cumberland Advisors's IBB Position: Q1 2026 in Review

Cumberland Advisors reduced its iShares Biotechnology ETF (IBB) stake by 0.74% in Q1 2026, selling an estimated $81.2K and leaving 63,758 shares worth $10.8M. The position accounts for 4.21% of the portfolio, ranked #6.

Cumberland Advisors first reported a position in IBB in Q2 2013 and has held it in 21 quarters since. The position peaked at $11.8M in Q4 2023. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Cumberland Advisors held 63,758 shares of iShares Biotechnology ETF worth $10.8M as of Q1 2026.
  • Cumberland Advisors sold 475 iShares Biotechnology ETF shares in Q1 2026, an estimated $81.2K.
  • iShares Biotechnology ETF made up 4.21% of Cumberland Advisors's portfolio in Q1 2026, its #6 holding.
  • Cumberland Advisors first reported a position in iShares Biotechnology ETF in Q2 2013 and has held it in 21 quarters since.
  • Cumberland Advisors's iShares Biotechnology ETF position peaked at $11.8M in Q4 2023.
  • 917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Cumberland Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.