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iShares NASDAQ Biotechnology Index shares owned by Wellington-altus Usa

Quarter-by-quarter ownership of iShares NASDAQ Biotechnology Index (IBB) shares owned by Wellington-altus Usa from 13F filings

Historical chart of Wellington-altus Usa investment in iShares NASDAQ Biotechnology Index

Tip: Access up to 7 years of quarterly data

All positions including iShares NASDAQ Biotechnology Index held by Wellington-altus Usa consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares NASDAQ Biotechnology Index by Wellington-altus Usa

Quarter filed Position value Share count Share price at filing
2026-06-30 $86k 510 168.85
2026-03-31 $97k 510 190.19
2025-12-31 $86k 510 168.77

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Ishares Trust Ishares 1 3 Year Treasury (SHY)
Ishares Core U S Aggregate Bd Etf (AGG)
Pimco Active Bond Exchange Traded Fund (BOND)
Apple Common Stock (AAPL)
Blackrock Etf Trust Ii Ishares Flexible Income Active (BINC)
Nvidia Corp Common Stock (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spdr Portfolio (SPAB)
Microsoft Corp Common Stock (MSFT)
Banque Royale Du Canada Common Stock (RY)
Ishares Tr Core Msci Eafe Etf (IEFA)
Jpmorgan Chase & Co Common Stock (JPM)
Amazon.com Common Stock (AMZN)

View all positions for Wellington-altus Usa

Top funds holding iShares NASDAQ Biotechnology Index

Bank of America Corporation
Citigroup
Morgan Stanley
Bnp Paribas Arbitrage, Snc
Two Sigma Investments
Goldman Sachs Group
Envestnet Asset Management
Raymond James Financial
Wells Fargo & Company
Commerce Bank N A
UBS Group
Peak6
Susquehanna International
LPL Financial
Royal Bank of Canada

View all funds holding iShares NASDAQ Biotechnology Index