Hartford Financial Management’s iShares Biotechnology ETF IBB Stock Holding History

Hartford Financial 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
2025 Q3	–	Sell	-100	Closed	-$12.7K	–	345
2025 Q2	$12.7K	Hold	100	–	–	﹤0.01%	275
2025 Q1	$12.8K	Hold	100	–	–	﹤0.01%	282
2024 Q4	$13.2K	Hold	100	–	–	﹤0.01%	286
2024 Q3	$14.6K	Hold	100	–	–	﹤0.01%	283
2024 Q2	$13.7K	Hold	100	–	–	﹤0.01%	289
2024 Q1	$13.7K	Hold	100	–	–	﹤0.01%	297
2023 Q4	$13.6K	Hold	100	–	–	﹤0.01%	295
2023 Q3	$12.2K	Hold	100	–	–	﹤0.01%	293
2023 Q2	$12.7K	Hold	100	–	–	﹤0.01%	268
2023 Q1	$12.9K	Hold	100	–	–	﹤0.01%	265
2022 Q4	$13.1K	Hold	100	–	–	﹤0.01%	268
2022 Q3	$12K	Hold	100	–	–	﹤0.01%	267
2022 Q2	$12K	Hold	100	–	–	﹤0.01%	273
2022 Q1	$13K	Hold	100	–	–	﹤0.01%	279
2021 Q4	$15K	Buy	100 +70	+233%	+$10.8K	﹤0.01%	270
2021 Q3	$5K	Hold	30	–	–	﹤0.01%	326
2021 Q2	$5K	Hold	30	–	–	﹤0.01%	332
2021 Q1	$5K	Hold	30	–	–	﹤0.01%	337
2020 Q4	$5K	Hold	30	–	–	﹤0.01%	314
2020 Q3	$4K	Hold	30	–	–	﹤0.01%	297
2020 Q2	$4K	Hold	30	–	–	﹤0.01%	306
2020 Q1	$3K	Hold	30	–	–	﹤0.01%	311
2019 Q4	$4K	Hold	30	–	–	﹤0.01%	320
2019 Q3	$3K	Hold	30	–	–	﹤0.01%	337
2019 Q2	$3K	Hold	30	–	–	﹤0.01%	333
2019 Q1	$3K	Hold	30	–	–	﹤0.01%	342
2018 Q4	$3K	Hold	30	–	–	﹤0.01%	367
2018 Q3	$4K	Hold	30	–	–	﹤0.01%	375
2018 Q2	$3K	Hold	30	–	–	﹤0.01%	370
2018 Q1	$3K	Hold	30	–	–	﹤0.01%	305
2017 Q4	$3K	Hold	30	–	–	﹤0.01%	307
2017 Q3	$3K	Hold	30	–	–	﹤0.01%	344
2017 Q2	$3K	Buy	+30	New	+$2.96K	﹤0.01%	330
2016 Q4	–	Sell	-30	Closed	-$2K	–	324
2016 Q3	$2K	Hold	30	–	–	﹤0.01%	297
2016 Q2	$2K	Hold	30	–	–	﹤0.01%	278
2016 Q1	$2K	Hold	30	–	–	﹤0.01%	281
2015 Q4	$3K	Hold	30	–	–	﹤0.01%	254
2015 Q3	$3K	Hold	30	–	–	﹤0.01%	238
2015 Q2	$3K	Buy	+30	New	+$3.59K	﹤0.01%	259
2015 Q1	–	Sell	-30	Closed	-$3K	–	161
2014 Q4	$3K	Hold	30	–	–	﹤0.01%	240
2014 Q3	$2K	Hold	30	–	–	﹤0.01%	273
2014 Q2	$2K	Hold	30	–	–	﹤0.01%	275
2014 Q1	$2K	Buy	+30	New	+$2.5K	﹤0.01%	253

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Hartford Financial Management's IBB Position: Q3 2025 in Review

Hartford Financial Management sold out of iShares Biotechnology ETF (IBB) in Q3 2025, closing a stake of 100 shares — an estimated $12.7K sold.

Hartford Financial Management first reported a position in IBB in Q1 2014 and held it in 43 quarters. The position peaked at $15K in Q4 2021. 804 funds tracked by Wall St. Rank hold IBB as of Q3 2025.

Hartford Financial Management reported no remaining iShares Biotechnology ETF position as of Q3 2025 after selling out during the quarter.
Hartford Financial Management sold 100 iShares Biotechnology ETF shares in Q3 2025, an estimated $12.7K.
Hartford Financial Management first reported a position in iShares Biotechnology ETF in Q1 2014 and held it in 43 quarters.
Hartford Financial Management's iShares Biotechnology ETF position peaked at $15K in Q4 2021.
804 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2025.

Based on Hartford Financial Management's 13F filing for Q3 2025, filed 28 Oct 2025.