Wellington Management Group
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Wellington Management Group’s iShares Biotechnology ETF IBB Stock Holding History

Wellington Management 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
2017
Q1 		– Sell
-1,050
Closed -$881K – 2269
2016
Q4 		$881K Sell
1,050
-1,005
-49% -$91.5K ﹤0.01% 1888
2016
Q3 		$891K Buy
+2,055
New +$195K ﹤0.01% 1862

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

Wellington Management Group's IBB Position: Q3 2025 in Review

Wellington Management Group sold out of iShares Biotechnology ETF (IBB) in Q3 2025, closing a stake of 21,313 shares — an estimated $2.7M sold.

Wellington Management Group first reported a position in IBB in Q3 2013 and held it in 32 quarters. The position peaked at $18.6M in Q2 2017. 803 funds tracked by Wall St. Rank hold IBB as of Q3 2025.

  • Wellington Management Group reported no remaining iShares Biotechnology ETF position as of Q3 2025 after selling out during the quarter.
  • Wellington Management Group sold 21,313 iShares Biotechnology ETF shares in Q3 2025, an estimated $2.7M.
  • Wellington Management Group first reported a position in iShares Biotechnology ETF in Q3 2013 and held it in 32 quarters.
  • Wellington Management Group's iShares Biotechnology ETF position peaked at $18.6M in Q2 2017.
  • 803 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2025.

Based on Wellington Management Group's 13F filing for Q3 2025, filed 14 Nov 2025.