Investment Partners Asset Management’s iShares Biotechnology ETF IBB Stock Holding History

Investment Partners Asset 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 Q1	–	Sell	-1,645	Closed	-$217K	–	153
2024 Q4	$217K	Sell	1,645 -185	-10%	-$26K	0.17%	135
2024 Q3	$266K	Sell	1,830 -102	-5%	-$14.8K	0.22%	117
2024 Q2	$265K	Sell	1,932 -12	-0.6%	-$1.6K	0.24%	109
2024 Q1	$267K	Buy	+1,944	New	+$265K	0.24%	113

Other funds holding IBB

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Investment Partners Asset Management's IBB Position: Q1 2025 in Review

Investment Partners Asset Management sold out of iShares Biotechnology ETF (IBB) in Q1 2025, closing a stake of 1,645 shares — an estimated $217K sold.

Investment Partners Asset Management first reported a position in IBB in Q1 2024 and held it in 4 quarters. The position peaked at $267K in Q1 2024. 831 funds tracked by Wall St. Rank hold IBB as of Q1 2025.

Investment Partners Asset Management reported no remaining iShares Biotechnology ETF position as of Q1 2025 after selling out during the quarter.
Investment Partners Asset Management sold 1,645 iShares Biotechnology ETF shares in Q1 2025, an estimated $217K.
Investment Partners Asset Management first reported a position in iShares Biotechnology ETF in Q1 2024 and held it in 4 quarters.
Investment Partners Asset Management's iShares Biotechnology ETF position peaked at $267K in Q1 2024.
831 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2025.

Based on Investment Partners Asset Management's 13F filing for Q1 2025, filed 15 Apr 2025.