Bard Financial Services’s iShares Biotechnology ETF IBB Stock Holding History

Bard Financial Services’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 Q3	–	Sell	-26,225	Closed	-$3.33M	–	258
2023 Q2	$3.33M	Sell	26,225 -550	-2%	-$71.4K	0.25%	90
2023 Q1	$3.46M	Buy	26,775 +50	+0.2%	+$6.54K	0.28%	85
2022 Q4	$3.51M	Hold	26,725	–	–	0.3%	80
2022 Q3	$3.13M	Buy	26,725 +275	+1%	+$34.1K	0.29%	86
2022 Q2	$3.11M	Sell	26,450 -225	-0.8%	-$26.7K	0.28%	85
2022 Q1	$3.48M	Sell	26,675 -250	-0.9%	-$32.6K	0.28%	88
2021 Q4	$4.11M	Sell	26,925 -150	-0.6%	-$23.2K	0.33%	73
2021 Q3	$4.38M	Hold	27,075	–	–	0.39%	69
2021 Q2	$4.43M	Sell	27,075 -150	-0.6%	-$23.1K	0.39%	66
2021 Q1	$4.1M	Hold	27,225	–	–	0.4%	70
2020 Q4	$4.12M	Buy	+27,225	New	+$3.89M	0.41%	66

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bard Financial Services's IBB Position: Q3 2023 in Review

Bard Financial Services sold out of iShares Biotechnology ETF (IBB) in Q3 2023, closing a stake of 26,225 shares — an estimated $3.33M sold.

Bard Financial Services first reported a position in IBB in Q4 2020 and held it in 11 quarters. The position peaked at $4.43M in Q2 2021. 832 funds tracked by Wall St. Rank hold IBB as of Q3 2023.

Bard Financial Services reported no remaining iShares Biotechnology ETF position as of Q3 2023 after selling out during the quarter.
Bard Financial Services sold 26,225 iShares Biotechnology ETF shares in Q3 2023, an estimated $3.33M.
Bard Financial Services first reported a position in iShares Biotechnology ETF in Q4 2020 and held it in 11 quarters.
Bard Financial Services's iShares Biotechnology ETF position peaked at $4.43M in Q2 2021.
832 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2023.

Based on Bard Financial Services's 13F filing for Q3 2023, filed 16 Oct 2023.