Y-Intercept (HK)’s iShares Biotechnology ETF IBB Stock Holding History

Y-Intercept (HK)’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 Q2	$5.76M	Buy	+30,280	New	+$5.2M	0.11%	239
2025 Q1	–	Sell	-3,863	Closed	-$511K	–	1384
2024 Q4	$511K	Buy	+3,863	New	+$543K	0.03%	713
2024 Q2	–	Sell	-1,824	Closed	-$250K	–	1613
2024 Q1	$250K	Buy	+1,824	New	+$249K	0.02%	1053
2021 Q4	–	Sell	-6,857	Closed	-$1.11M	–	705
2021 Q3	$1.11M	Buy	6,857 +3,918	+133%	+$659K	0.2%	162
2021 Q2	$481K	Sell	2,939 -1,532	-34%	-$236K	0.12%	273
2021 Q1	$656K	Buy	+4,471	New	+$710K	0.18%	186

Other funds holding IBB

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return