Kelman-Lazarov Inc’s iShares Biotechnology ETF IBB Stock Holding History

Kelman-Lazarov Inc’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	$550K	Sell	3,257 -137	-4%	-$23.4K	0.08%	85
2025 Q4	$573K	Buy	3,394 +1	+0%	+$162	0.08%	86
2025 Q3	$490K	Sell	3,393 -128	-4%	-$17.5K	0.07%	87
2025 Q2	$445K	Sell	3,521 -166	-5%	-$20.4K	0.07%	81
2025 Q1	$472K	Sell	3,687 -366	-9%	-$49.6K	0.09%	75
2024 Q4	$536K	Sell	4,053 -80	-2%	-$11.2K	0.1%	71
2024 Q3	$602K	Hold	4,133	–	–	0.1%	68
2024 Q2	$567K	Hold	4,133	–	–	0.11%	65
2024 Q1	$567K	Sell	4,133 -429	-9%	-$58.6K	0.11%	64
2023 Q4	$620K	Hold	4,562	–	–	0.13%	57
2023 Q3	$558K	Sell	4,562 -259	-5%	-$32.9K	0.13%	57
2023 Q2	$612K	Sell	4,821 -900	-16%	-$117K	0.15%	54
2023 Q1	$739K	Hold	5,721	–	–	0.19%	50
2022 Q4	$751K	Hold	5,721	–	–	0.21%	48
2022 Q3	$669K	Sell	5,721 -83	-1%	-$10.3K	0.23%	41
2022 Q2	$683K	Hold	5,804	–	–	0.23%	39
2022 Q1	$756K	Hold	5,804	–	–	0.25%	37
2021 Q4	$886K	Hold	5,804	–	–	0.29%	34
2021 Q3	$938K	Sell	5,804 -149	-3%	-$25.1K	0.33%	32
2021 Q2	$974K	Hold	5,953	–	–	0.34%	32
2021 Q1	$896K	Hold	5,953	–	–	0.32%	33
2020 Q4	$902K	Sell	5,953 -65	-1%	-$9.29K	0.35%	33
2020 Q3	$815K	Hold	6,018	–	–	0.37%	32
2020 Q2	$823K	Sell	6,018 -200	-3%	-$25.5K	0.38%	31
2020 Q1	$670K	Sell	6,218 -2,100	-25%	-$242K	0.36%	33
2019 Q4	$1M	Sell	8,318 -125	-1%	-$13.9K	0.45%	36
2019 Q3	$840K	Sell	8,443 -40	-0.5%	-$4.19K	0.41%	42
2019 Q2	$925K	Sell	8,483 -165	-2%	-$17.6K	0.47%	39
2019 Q1	$967K	Sell	8,648 -100	-1%	-$11K	0.51%	39
2018 Q4	$844K	Sell	8,748 -543	-6%	-$57.6K	0.53%	45
2018 Q3	$1.13M	Sell	9,291 -844	-8%	-$99.4K	0.66%	45
2018 Q2	$1.11M	Hold	10,135	–	–	0.6%	47
2018 Q1	$1.08M	Sell	10,135 -75	-0.7%	-$8.31K	0.58%	50
2017 Q4	$1.09M	Sell	10,210 -302	-3%	-$32.3K	0.56%	53
2017 Q3	$1.17M	Hold	10,512	–	–	0.62%	50
2017 Q2	$1.09M	Sell	10,512 -165	-2%	-$16.3K	0.6%	54
2017 Q1	$1.04M	Buy	10,677 +750	+8%	+$71.8K	0.67%	46
2016 Q4	$878K	Hold	9,927	–	–	0.5%	58
2016 Q3	$954K	Hold	9,927	–	–	0.54%	53
2016 Q2	$869K	Hold	9,927	–	–	0.5%	62
2016 Q1	$888K	Buy	+9,927	New	+$888K	0.52%	58

Other funds holding IBB

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Kelman-Lazarov Inc's IBB Position: Q1 2026 in Review

Kelman-Lazarov Inc reduced its iShares Biotechnology ETF (IBB) stake by 4% in Q1 2026, selling an estimated $23.4K and leaving 3,257 shares worth $550K. The position accounts for 0.08% of the portfolio, ranked #85.

Kelman-Lazarov Inc first reported a position in IBB in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.17M in Q3 2017. 919 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

Kelman-Lazarov Inc held 3,257 shares of iShares Biotechnology ETF worth $550K as of Q1 2026.
Kelman-Lazarov Inc sold 137 iShares Biotechnology ETF shares in Q1 2026, an estimated $23.4K.
iShares Biotechnology ETF made up 0.08% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #85 holding.
Kelman-Lazarov Inc first reported a position in iShares Biotechnology ETF in Q1 2016 and has held it in 41 quarters since.
Kelman-Lazarov Inc's iShares Biotechnology ETF position peaked at $1.17M in Q3 2017.
919 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.