Atwood & Palmer’s iShares Biotechnology ETF IBB Stock Holding History

Atwood & Palmer’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 Q1	–	Sell	-175	Closed	-$27K	–	441
2020 Q4	$27K	Buy	+175	New	+$25K	﹤0.01%	250
2018 Q3	–	Sell	-25	Closed	-$3K	–	322
2018 Q2	$3K	Buy	+25	New	+$2.67K	﹤0.01%	286

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Atwood & Palmer's IBB Position: Q1 2021 in Review

Atwood & Palmer sold out of iShares Biotechnology ETF (IBB) in Q1 2021, closing a stake of 175 shares — an estimated $27K sold.

Atwood & Palmer first reported a position in IBB in Q2 2018 and held it in 2 quarters. The position peaked at $27K in Q4 2020. 845 funds tracked by Wall St. Rank hold IBB as of Q1 2021.

Atwood & Palmer reported no remaining iShares Biotechnology ETF position as of Q1 2021 after selling out during the quarter.
Atwood & Palmer sold 175 iShares Biotechnology ETF shares in Q1 2021, an estimated $27K.
Atwood & Palmer first reported a position in iShares Biotechnology ETF in Q2 2018 and held it in 2 quarters.
Atwood & Palmer's iShares Biotechnology ETF position peaked at $27K in Q4 2020.
845 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2021.

Based on Atwood & Palmer's 13F filing for Q1 2021, filed 26 Apr 2021.