Altus Wealth Group’s iShares Biotechnology ETF IBB Stock Holding History

Altus Wealth 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
2021 Q2	–	Sell	-113	Closed	-$17K	–	130
2021 Q1	$17K	Buy	113 +43	+61%	+$6.83K	0.02%	143
2020 Q4	$11K	Buy	+70	New	+$10K	0.01%	499

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Altus Wealth Group's IBB Position: Q2 2021 in Review

Altus Wealth Group sold out of iShares Biotechnology ETF (IBB) in Q2 2021, closing a stake of 113 shares — an estimated $17K sold.

Altus Wealth Group first reported a position in IBB in Q4 2020 and held it in 2 quarters. The position peaked at $17K in Q1 2021. 863 funds tracked by Wall St. Rank hold IBB as of Q2 2021.

Altus Wealth Group reported no remaining iShares Biotechnology ETF position as of Q2 2021 after selling out during the quarter.
Altus Wealth Group sold 113 iShares Biotechnology ETF shares in Q2 2021, an estimated $17K.
Altus Wealth Group first reported a position in iShares Biotechnology ETF in Q4 2020 and held it in 2 quarters.
Altus Wealth Group's iShares Biotechnology ETF position peaked at $17K in Q1 2021.
863 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2021.

Based on Altus Wealth Group's 13F filing for Q2 2021, filed 12 Aug 2021.