Lindbrook Capital’s iShares Biotechnology ETF IBB Stock Holding History

Lindbrook Capital’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	$115K	Hold	900	–	–	0.01%	623
2024 Q4	$119K	Sell	900 -150	-14%	-$21.1K	0.01%	511
2024 Q3	$153K	Hold	1,050	–	–	0.01%	448
2024 Q2	$144K	Hold	1,050	–	–	0.01%	432
2024 Q1	$144K	Hold	1,050	–	–	0.01%	435
2023 Q4	$143K	Hold	1,050	–	–	0.01%	421
2023 Q3	$128K	Hold	1,050	–	–	0.01%	407
2023 Q2	$133K	Sell	1,050 -5	-0.5%	-$650	0.01%	416
2023 Q1	$136K	Buy	1,055 +5	+0.5%	+$655	0.02%	399
2022 Q4	$138K	Hold	1,050	–	–	0.02%	417
2022 Q3	$123K	Hold	1,050	–	–	0.02%	390
2022 Q2	$124K	Hold	1,050	–	–	0.02%	401
2022 Q1	$137K	Hold	1,050	–	–	0.02%	381
2021 Q4	$160K	Buy	+1,050	New	+$163K	0.02%	361

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Lindbrook Capital's IBB Position: Q1 2025 in Review

Lindbrook Capital held its iShares Biotechnology ETF (IBB) position steady in Q1 2025 at 900 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #623.

Lindbrook Capital first reported a position in IBB in Q4 2021 and has held it in 14 quarters since. The position peaked at $160K in Q4 2021. 832 funds tracked by Wall St. Rank hold IBB as of Q1 2025.

Lindbrook Capital held 900 shares of iShares Biotechnology ETF worth $115K as of Q1 2025.
Lindbrook Capital left its iShares Biotechnology ETF share count unchanged in Q1 2025.
iShares Biotechnology ETF made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #623 holding.
Lindbrook Capital first reported a position in iShares Biotechnology ETF in Q4 2021 and has held it in 14 quarters since.
Lindbrook Capital's iShares Biotechnology ETF position peaked at $160K in Q4 2021.
832 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.