Paladin Advisory Group’s iShares Biotechnology ETF IBB Stock Holding History

Paladin Advisory 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 Q2	–	Sell	-407	Closed	-$52.1K	–	255
2025 Q1	$52.1K	Hold	407	–	–	0.04%	146
2024 Q4	$53.8K	Hold	407	–	–	0.04%	149
2024 Q3	$59.3K	Hold	407	–	–	0.04%	142
2024 Q2	$55.7K	Hold	407	–	–	0.04%	141
2024 Q1	$55.7K	Hold	407	–	–	0.04%	137
2023 Q4	$55.3K	Hold	407	–	–	0.05%	135
2023 Q3	$49.8K	Sell	407 -74	-15%	-$9.41K	0.04%	146
2023 Q2	$61.1K	Hold	481	–	–	0.05%	144
2023 Q1	$62.1K	Buy	+481	New	+$63K	0.05%	142
2022 Q2	–	Sell	-823	Closed	-$97.7K	–	373
2022 Q1	$109K	Buy	+823	New	+$107K	0.09%	127

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Paladin Advisory Group's IBB Position: Q2 2025 in Review

Paladin Advisory Group sold out of iShares Biotechnology ETF (IBB) in Q2 2025, closing a stake of 407 shares — an estimated $52.1K sold.

Paladin Advisory Group first reported a position in IBB in Q1 2022 and held it in 10 quarters. The position peaked at $109K in Q1 2022. 797 funds tracked by Wall St. Rank hold IBB as of Q2 2025.

Paladin Advisory Group reported no remaining iShares Biotechnology ETF position as of Q2 2025 after selling out during the quarter.
Paladin Advisory Group sold 407 iShares Biotechnology ETF shares in Q2 2025, an estimated $52.1K.
Paladin Advisory Group first reported a position in iShares Biotechnology ETF in Q1 2022 and held it in 10 quarters.
Paladin Advisory Group's iShares Biotechnology ETF position peaked at $109K in Q1 2022.
797 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2025.

Based on Paladin Advisory Group's 13F filing for Q2 2025, filed 6 Aug 2025.