HB Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$334K Sell
2,640
-1,088
-29% -$138K ﹤0.01% 885
2025
Q1
$477K Buy
3,728
+1,343
+56% +$172K ﹤0.01% 761
2024
Q4
$315K Sell
2,385
-150
-6% -$19.8K ﹤0.01% 785
2024
Q3
$369K Buy
2,535
+447
+21% +$65.1K ﹤0.01% 680
2024
Q2
$287K Buy
2,088
+335
+19% +$46K ﹤0.01% 719
2024
Q1
$241K Sell
1,753
-139
-7% -$19.1K ﹤0.01% 731
2023
Q4
$257K Buy
1,892
+105
+6% +$14.3K ﹤0.01% 663
2023
Q3
$219K Buy
+1,787
New +$219K ﹤0.01% 676
2022
Q1
Sell
-1,749
Closed -$267K 598
2021
Q4
$267K Buy
+1,749
New +$267K 0.01% 414