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Almanack Investment Partners’s iShares Biotechnology ETF IBB Stock Holding History

Almanack Investment Partners’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
2022
Q4 		– Sell
-1,076
Closed -$126K – 632
2022
Q3 		$126K Buy
+1,076
New +$134K 0.02% 168
2018
Q3 		– Sell
-4,363
Closed -$479K – 278
2018
Q2 		$479K Buy
+4,363
New +$467K 0.22% 42

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CANY
Caxton Associates (New York) New York $3.18B AUM 54.49% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Almanack Investment Partners's IBB Position: Q4 2022 in Review

Almanack Investment Partners sold out of iShares Biotechnology ETF (IBB) in Q4 2022, closing a stake of 1,076 shares — an estimated $126K sold.

Almanack Investment Partners first reported a position in IBB in Q2 2018 and held it in 2 quarters. The position peaked at $479K in Q2 2018. 902 funds tracked by Wall St. Rank hold IBB as of Q4 2022.

  • Almanack Investment Partners reported no remaining iShares Biotechnology ETF position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 1,076 iShares Biotechnology ETF shares in Q4 2022, an estimated $126K.
  • Almanack Investment Partners first reported a position in iShares Biotechnology ETF in Q2 2018 and held it in 2 quarters.
  • Almanack Investment Partners's iShares Biotechnology ETF position peaked at $479K in Q2 2018.
  • 902 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.