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

Keebeck 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 		$204K Sell
1,207
-1,575
-57% -$269K 0.02% 403
2025
Q4 		$470K Sell
2,782
-58
-2% -$9.42K 0.05% 232
2025
Q3 		$410K Hold
2,840
– – 0.05% 245
2025
Q2 		$359K Sell
2,840
-798
-22% -$98K 0.05% 255
2025
Q1 		$465K Sell
3,638
-1,664
-31% -$226K 0.07% 175
2024
Q4 		$701K Sell
5,302
-1,000
-16% -$141K 0.1% 146
2024
Q3 		$918K Sell
6,302
-123
-2% -$17.8K 0.13% 137
2024
Q2 		$882K Hold
6,425
– – 0.13% 139
2024
Q1 		$882K Sell
6,425
-124
-2% -$16.9K 0.13% 143
2023
Q4 		$890K Sell
6,549
-1,465
-18% -$179K 0.15% 135
2023
Q3 		$983K Sell
8,014
-9,387
-54% -$1.19M 0.17% 126
2023
Q2 		$2.21M Hold
17,401
– – 0.3% 82
2023
Q1 		$2.25M Sell
17,401
-78
-0.4% -$10.2K 0.36% 69
2022
Q4 		$2.29M Buy
17,479
+57
+0.3% +$7.37K 0.4% 62
2022
Q3 		$2.04M Sell
17,422
-226
-1% -$28.1K 0.39% 61
2022
Q2 		$2.08M Sell
17,648
-3,401
-16% -$404K 0.4% 64
2022
Q1 		$2.74M Sell
21,049
-36
-0.2% -$4.69K 0.45% 49
2021
Q4 		$3.22M Sell
21,085
-73
-0.3% -$11.3K 0.57% 44
2021
Q3 		$3.42M Hold
21,158
– – 0.67% 36
2021
Q2 		$3.46M Buy
21,158
+1,413
+7% +$218K 0.5% 45
2021
Q1 		$2.97M Sell
19,745
-4,217
-18% -$670K 0.46% 43
2020
Q4 		$3.63M Hold
23,962
– – 0.63% 37
2020
Q3 		$3.24M Sell
23,962
-742
-3% -$101K 0.67% 35
2020
Q2 		$3.38M Buy
24,704
+3,465
+16% +$442K 1.07% 21
2020
Q1 		$2.29M Buy
21,239
+1,919
+10% +$221K 0.95% 24
2019
Q4 		$2.33M Buy
+19,320
New +$2.16M 0.74% 31

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

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

Keebeck Wealth Management reduced its iShares Biotechnology ETF (IBB) stake by 57% in Q1 2026, selling an estimated $269K and leaving 1,207 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #403.

Keebeck Wealth Management first reported a position in IBB in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.63M in Q4 2020. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Keebeck Wealth Management held 1,207 shares of iShares Biotechnology ETF worth $204K as of Q1 2026.
  • Keebeck Wealth Management sold 1,575 iShares Biotechnology ETF shares in Q1 2026, an estimated $269K.
  • iShares Biotechnology ETF made up 0.02% of Keebeck Wealth Management's portfolio in Q1 2026, its #403 holding.
  • Keebeck Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2019 and has held it in 26 quarters since.
  • Keebeck Wealth Management's iShares Biotechnology ETF position peaked at $3.63M in Q4 2020.
  • 917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.