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Nvest Wealth Strategies’s iShares Biotechnology ETF IBB Stock Holding History

Nvest Wealth Strategies’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 		– Sell
-40
Closed -$6.7K – 403
2025
Q4 		$6.7K Buy
+40
New +$6.5K ﹤0.01% 139

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 $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Nvest Wealth Strategies's IBB Position: Q1 2026 in Review

Nvest Wealth Strategies sold out of iShares Biotechnology ETF (IBB) in Q1 2026, closing a stake of 40 shares — an estimated $6.7K sold.

Nvest Wealth Strategies first reported a position in IBB in Q4 2025 and held it in 1 quarter. The position peaked at $6.7K in Q4 2025. 921 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Nvest Wealth Strategies reported no remaining iShares Biotechnology ETF position as of Q1 2026 after selling out during the quarter.
  • Nvest Wealth Strategies sold 40 iShares Biotechnology ETF shares in Q1 2026, an estimated $6.7K.
  • Nvest Wealth Strategies first reported a position in iShares Biotechnology ETF in Q4 2025 and held it in 1 quarter.
  • Nvest Wealth Strategies's iShares Biotechnology ETF position peaked at $6.7K in Q4 2025.
  • 921 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

Based on Nvest Wealth Strategies's 13F filing for Q1 2026, filed 13 Apr 2026.