Anchor Capital Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Anchor Capital Advisors’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
2023 Q2	–	Sell	-1,685	Closed	-$218K	–	271
2023 Q1	$218K	Hold	1,685	–	–	0.01%	259
2022 Q4	$221K	Buy	+1,685	New	+$218K	0.01%	257
2022 Q3	–	Sell	-2,135	Closed	-$251K	–	274
2022 Q2	$251K	Sell	2,135 -75	-3%	-$8.9K	0.01%	255
2022 Q1	$288K	Sell	2,210 -2,500	-53%	-$326K	0.01%	253
2021 Q4	$719K	Sell	4,710 -300	-6%	-$46.4K	0.01%	207
2021 Q3	$810K	Sell	5,010 -225	-4%	-$37.9K	0.02%	191
2021 Q2	$857K	Hold	5,235	–	–	0.02%	191
2021 Q1	$788K	Hold	5,235	–	–	0.02%	195
2020 Q4	$793K	Buy	5,235 +1,015	+24%	+$145K	0.02%	191
2020 Q3	$571K	Buy	+4,220	New	+$572K	0.01%	195

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

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

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

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

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

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

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Anchor Capital Advisors's IBB Position: Q2 2023 in Review

Anchor Capital Advisors sold out of iShares Biotechnology ETF (IBB) in Q2 2023, closing a stake of 1,685 shares — an estimated $218K sold.

Anchor Capital Advisors first reported a position in IBB in Q3 2020 and held it in 10 quarters. The position peaked at $857K in Q2 2021. 843 funds tracked by Wall St. Rank hold IBB as of Q2 2023.

Anchor Capital Advisors reported no remaining iShares Biotechnology ETF position as of Q2 2023 after selling out during the quarter.
Anchor Capital Advisors sold 1,685 iShares Biotechnology ETF shares in Q2 2023, an estimated $218K.
Anchor Capital Advisors first reported a position in iShares Biotechnology ETF in Q3 2020 and held it in 10 quarters.
Anchor Capital Advisors's iShares Biotechnology ETF position peaked at $857K in Q2 2021.
843 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2023.

Based on Anchor Capital Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.