Tortoise Investment Management’s iShares Biotechnology ETF IBB Stock Holding History

Tortoise Investment Management’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 Q4	–	Sell	-603	Closed	-$87.1K	–	778
2025 Q3	$87.1K	Hold	603	–	–	0.01%	327
2025 Q2	$76.3K	Hold	603	–	–	0.01%	327
2025 Q1	$77.1K	Hold	603	–	–	0.01%	317
2024 Q4	$79.7K	Hold	603	–	–	0.01%	338
2024 Q3	$87.8K	Hold	603	–	–	0.01%	329
2024 Q2	$82.8K	Hold	603	–	–	0.01%	326
2024 Q1	$82.7K	Hold	603	–	–	0.01%	316
2023 Q4	$81.9K	Hold	603	–	–	0.01%	302
2023 Q3	$73.7K	Hold	603	–	–	0.01%	305
2023 Q2	$76.6K	Hold	603	–	–	0.01%	308
2023 Q1	$77.9K	Hold	603	–	–	0.01%	291
2022 Q4	$79.2K	Hold	603	–	–	0.01%	281
2022 Q3	$71K	Hold	603	–	–	0.01%	275
2022 Q2	$71K	Hold	603	–	–	0.01%	259
2022 Q1	$79K	Hold	603	–	–	0.01%	252
2021 Q4	$92K	Hold	603	–	–	0.02%	226
2021 Q3	$97K	Hold	603	–	–	0.02%	201
2021 Q2	$99K	Hold	603	–	–	0.02%	199
2021 Q1	$91K	Hold	603	–	–	0.02%	204
2020 Q4	$91K	Hold	603	–	–	0.02%	195
2020 Q3	$82K	Hold	603	–	–	0.02%	193
2020 Q2	$82K	Hold	603	–	–	0.02%	188
2020 Q1	$65K	Hold	603	–	–	0.02%	201
2019 Q4	$73K	Hold	603	–	–	0.02%	213
2019 Q3	$60K	Hold	603	–	–	0.02%	221
2019 Q2	$66K	Hold	603	–	–	0.02%	222
2019 Q1	$67K	Hold	603	–	–	0.02%	218
2018 Q4	$58K	Hold	603	–	–	0.02%	220
2018 Q3	$74K	Hold	603	–	–	0.02%	211
2018 Q2	$66K	Hold	603	–	–	0.02%	218
2018 Q1	$64K	Hold	603	–	–	0.02%	218
2017 Q4	$64K	Buy	+603	New	+$64.5K	0.02%	215

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Tortoise Investment Management's IBB Position: Q4 2025 in Review

Tortoise Investment Management sold out of iShares Biotechnology ETF (IBB) in Q4 2025, closing a stake of 603 shares — an estimated $87.1K sold.

Tortoise Investment Management first reported a position in IBB in Q4 2017 and held it in 32 quarters. The position peaked at $99K in Q2 2021. 956 funds tracked by Wall St. Rank hold IBB as of Q4 2025.

Tortoise Investment Management reported no remaining iShares Biotechnology ETF position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 603 iShares Biotechnology ETF shares in Q4 2025, an estimated $87.1K.
Tortoise Investment Management first reported a position in iShares Biotechnology ETF in Q4 2017 and held it in 32 quarters.
Tortoise Investment Management's iShares Biotechnology ETF position peaked at $99K in Q2 2021.
956 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.