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Newbridge Financial Services Group’s iShares Biotechnology ETF IBB Stock Holding History

Newbridge Financial Services Group’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
Q3 		– Sell
-91
Closed -$11.5K – 1332
2025
Q2 		$11.5K Sell
91
-124
-58% -$15.2K ﹤0.01% 850
2025
Q1 		$27.5K Sell
215
-34
-14% -$4.61K 0.01% 490
2024
Q4 		$32.9K Buy
+249
New +$35K 0.01% 507
2024
Q3 		– Sell
-263
Closed -$36.2K – 849
2024
Q2 		$36.2K Sell
263
-191
-42% -$25.5K 0.01% 444
2024
Q1 		$62.3K Buy
454
+143
+46% +$19.5K 0.03% 359
2023
Q4 		$42.3K Sell
311
-77
-20% -$9.39K 0.02% 431
2023
Q3 		$47.4K Hold
388
– – 0.02% 423
2023
Q2 		$49.3K Buy
388
+84
+28% +$10.9K 0.02% 460
2023
Q1 		$39.3K Sell
304
-45
-13% -$5.89K 0.02% 523
2022
Q4 		$45.8K Hold
349
– – 0.03% 486
2022
Q3 		$41K Buy
349
+40
+13% +$4.97K 0.02% 503
2022
Q2 		$36K Hold
309
– – 0.02% 483
2022
Q1 		$40K Sell
309
-2,351
-88% -$306K 0.02% 535
2021
Q4 		$406K Buy
2,660
+345
+15% +$53.4K 0.19% 109
2021
Q3 		$374K Sell
2,315
-50
-2% -$8.41K 0.23% 98
2021
Q2 		$387K Sell
2,365
-40
-2% -$6.16K 0.24% 97
2021
Q1 		$362K Hold
2,405
– – 0.27% 89
2020
Q4 		$364K Sell
2,405
-337
-12% -$48.2K 0.3% 76
2020
Q3 		$371K Buy
+2,742
New +$372K 0.37% 63

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

Newbridge Financial Services Group's IBB Position: Q3 2025 in Review

Newbridge Financial Services Group sold out of iShares Biotechnology ETF (IBB) in Q3 2025, closing a stake of 91 shares — an estimated $11.5K sold.

Newbridge Financial Services Group first reported a position in IBB in Q3 2020 and held it in 19 quarters. The position peaked at $406K in Q4 2021. 803 funds tracked by Wall St. Rank hold IBB as of Q3 2025.

  • Newbridge Financial Services Group reported no remaining iShares Biotechnology ETF position as of Q3 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 91 iShares Biotechnology ETF shares in Q3 2025, an estimated $11.5K.
  • Newbridge Financial Services Group first reported a position in iShares Biotechnology ETF in Q3 2020 and held it in 19 quarters.
  • Newbridge Financial Services Group's iShares Biotechnology ETF position peaked at $406K in Q4 2021.
  • 803 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2025.

Based on Newbridge Financial Services Group's 13F filing for Q3 2025, filed 13 Nov 2025.