Lido Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Lido Advisors’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
2024 Q1	–	Sell	-3,300	Closed	-$448K	–	1422
2023 Q4	$448K	Hold	3,300	–	–	﹤0.01%	896
2023 Q3	$404K	Buy	3,300 +1,300	+65%	+$165K	﹤0.01%	811
2023 Q2	$254K	Hold	2,000	–	–	﹤0.01%	1013
2023 Q1	$258K	Hold	2,000	–	–	﹤0.01%	917
2022 Q4	$263K	Sell	2,000 -2,000	-50%	-$258K	﹤0.01%	827
2022 Q3	$467K	Hold	4,000	–	–	0.01%	572
2022 Q2	$470K	Buy	4,000 +2,000	+100%	+$237K	0.01%	566
2022 Q1	$260K	Sell	2,000 -2,000	-50%	-$261K	﹤0.01%	858
2021 Q4	$610K	Hold	4,000	–	–	0.01%	553
2021 Q3	$646K	Hold	4,000	–	–	0.01%	505
2021 Q2	$654K	Hold	4,000	–	–	0.01%	471
2021 Q1	$602K	Hold	4,000	–	–	0.01%	452
2020 Q4	$605K	Hold	4,000	–	–	0.01%	435
2020 Q3	$541K	Hold	4,000	–	–	0.01%	360
2020 Q2	$546K	Buy	+4,000	New	+$510K	0.02%	337

Other funds holding IBB

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

Citigroup New York $235B AUM 32.99% 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 $374B AUM 17.66% 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

Lido Advisors's IBB Position: Q1 2026 in Review

Lido Advisors reduced its iShares Biotechnology ETF (IBB) stake by 62% in Q1 2026, selling an estimated $3.47M and leaving 12,350 shares worth $2.09M. The position accounts for 0.01% of the portfolio, ranked #693.

Lido Advisors first reported a position in IBB in Q3 2017 and has held it in 35 quarters since. The position peaked at $5.54M in Q2 2024. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

Lido Advisors held 12,350 shares of iShares Biotechnology ETF worth $2.09M as of Q1 2026.
Lido Advisors sold 20,288 iShares Biotechnology ETF shares in Q1 2026, an estimated $3.47M.
iShares Biotechnology ETF made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #693 holding.
Lido Advisors first reported a position in iShares Biotechnology ETF in Q3 2017 and has held it in 35 quarters since.
Lido Advisors's iShares Biotechnology ETF position peaked at $5.54M in Q2 2024.
917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.