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

Kaydan Wealth 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
2026
Q1 		$220K Hold
1,304
– – 0.07% 104
2025
Q4 		$220K Buy
+1,304
New +$212K 0.06% 109
2022
Q3 		– Sell
-1,780
Closed -$209K – 87
2022
Q2 		$209K Sell
1,780
-66
-4% -$7.83K 0.12% 85
2022
Q1 		$241K Sell
1,846
-32
-2% -$4.17K 0.11% 90
2021
Q4 		$287K Buy
+1,878
New +$291K 0.11% 87

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

Kaydan Wealth Management's IBB Position: Q1 2026 in Review

Kaydan Wealth Management held its iShares Biotechnology ETF (IBB) position steady in Q1 2026 at 1,304 shares worth $220K. The position accounts for 0.07% of the portfolio, ranked #104.

Kaydan Wealth Management first reported a position in IBB in Q4 2021 and has held it in 5 quarters since. The position peaked at $287K in Q4 2021. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Kaydan Wealth Management held 1,304 shares of iShares Biotechnology ETF worth $220K as of Q1 2026.
  • Kaydan Wealth Management left its iShares Biotechnology ETF share count unchanged in Q1 2026.
  • iShares Biotechnology ETF made up 0.07% of Kaydan Wealth Management's portfolio in Q1 2026, its #104 holding.
  • Kaydan Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2021 and has held it in 5 quarters since.
  • Kaydan Wealth Management's iShares Biotechnology ETF position peaked at $287K in Q4 2021.
  • 917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Kaydan Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.