Ownership history in SVB WEALTH LLC · 24 quarters on record
This page tracks every 13F SEC filing in which SVB WEALTH LLC reported a position in iShares Nasdaq Biotechnology (IBB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 2,566 | — | 0% | 0.02% | $370K | $144.11 |
| 2025 Q2 | REDUCED | 2,566 | -20,807 | -89.0% | 0.02% | $325K | $126.21 |
| 2024 Q4 | REDUCED | 23,373 | -92 | -0.4% | 0.06% | $3.1M | $131.78 |
| 2024 Q2 | REDUCED | 23,465 | -113 | -0.5% | 0.08% | $3.2M | $136.56 |
| 2024 Q1 | REDUCED | 23,578 | -173 | -0.7% | 0.07% | $3.2M | $136.52 |
| 2023 Q4 | REDUCED | 23,751 | -2,635 | -10.0% | 0.08% | $3.2M | $135.03 |
| 2023 Q3 | ADDED | 26,386 | +1,524 | +6.1% | 0.07% | $3.2M | $121.44 |
| 2023 Q2 | REDUCED | 24,862 | -45 | -0.2% | 0.06% | $3.2M | $125.92 |
| 2023 Q1 | REDUCED | 24,907 | -1,213 | -4.6% | 0.04% | $3.2M | $128.10 |
| 2022 Q4 | REDUCED | 26,120 | -432 | -1.6% | 0.05% | $3.4M | $130.14 |
As of 2025 Q4 — sorted by position size