PAG
IBB icon

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
2023
Q1 		– Sell
-481
Closed -$63.1K – 359
2022
Q4 		$63.1K Sell
481
-342
-42% -$44.2K 0.05% 142
2022
Q3 		$96K Hold
823
– – 0.09% 124
2022
Q2 		$96K Buy
+823
New +$97.7K 0.08% 128
2022
Q1 		– Sell
-823
Closed -$125K – 370
2021
Q4 		$125K Buy
+823
New +$127K 0.1% 121

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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.