JJBC
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James J. Burns & Company’s iShares Biotechnology ETF IBB Stock Holding History

James J. Burns & Company’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
-2,361
Closed -$299K – 161
2025
Q2 		$299K Sell
2,361
-421
-15% -$51.7K 0.05% 126
2025
Q1 		$356K Buy
2,782
+421
+18% +$57.1K 0.06% 104
2024
Q4 		$311K Buy
2,361
+310
+15% +$43.6K 0.05% 111
2024
Q3 		$298K Buy
2,051
+347
+20% +$50.2K 0.05% 111
2024
Q2 		$234K Buy
+1,704
New +$227K 0.05% 116
2023
Q2 		– Sell
-2,059
Closed -$266K – 117
2023
Q1 		$266K Buy
+2,059
New +$270K 0.07% 98

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 $157B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 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 $501B AUM 22.01% 1-Year Est. Return