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Lee, Danner & Bass’s iShares Biotechnology ETF IBB Stock Holding History

Lee, Danner & Bass’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
-50
Closed -$6.61K – 449
2024
Q4 		$6.61K Buy
+50
New +$7.03K ﹤0.01% 569

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Barclays
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

Lee, Danner & Bass's IBB Position: Q1 2025 in Review

Lee, Danner & Bass sold out of iShares Biotechnology ETF (IBB) in Q1 2025, closing a stake of 50 shares — an estimated $6.61K sold.

Lee, Danner & Bass first reported a position in IBB in Q4 2024 and held it in 1 quarter. The position peaked at $6.61K in Q4 2024. 831 funds tracked by Wall St. Rank hold IBB as of Q1 2025.

  • Lee, Danner & Bass reported no remaining iShares Biotechnology ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 50 iShares Biotechnology ETF shares in Q1 2025, an estimated $6.61K.
  • Lee, Danner & Bass first reported a position in iShares Biotechnology ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's iShares Biotechnology ETF position peaked at $6.61K in Q4 2024.
  • 831 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.