BDO Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History

BDO Wealth 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	$2.16K	Buy	17 +6	+55%	+$779	﹤0.01%	849
2023 Q1	$1.42K	Buy	+11	New	+$1.44K	﹤0.01%	929
2022 Q2	–	Sell	-25	Closed	-$3K	–	1072
2022 Q1	$3K	Hold	25	–	–	﹤0.01%	887
2021 Q4	$4K	Sell	25 -84	-77%	-$13K	﹤0.01%	861
2021 Q3	$18K	Hold	109	–	–	﹤0.01%	636
2021 Q2	$18K	Sell	109 -24	-18%	-$3.7K	﹤0.01%	649
2021 Q1	$20K	Buy	133 +24	+22%	+$3.81K	﹤0.01%	618
2020 Q4	$17K	Buy	+109	New	+$15.6K	﹤0.01%	477
2020 Q3	–	Sell	-105	Closed	-$14K	–	909
2020 Q2	$14K	Sell	105 -658	-86%	-$83.9K	﹤0.01%	464
2020 Q1	$82K	Buy	763 +750	+5,769%	+$86.3K	0.02%	291
2019 Q4	$2K	Sell	13 -450	-97%	-$50.2K	﹤0.01%	554
2019 Q3	$46K	Sell	463 -315	-40%	-$33K	0.01%	322
2019 Q2	$85K	Sell	778 -773	-50%	-$82.2K	0.02%	262
2019 Q1	$173K	Buy	1,551 +1,344	+649%	+$147K	0.05%	183
2018 Q4	$20K	Sell	207 -75	-27%	-$7.96K	0.01%	346
2018 Q3	$34K	Sell	282 -40	-12%	-$4.71K	0.01%	339
2018 Q2	$35K	Buy	322 +129	+67%	+$13.8K	0.01%	328
2018 Q1	$21K	Sell	193 -49	-20%	-$5.43K	0.01%	321
2017 Q4	$26K	Sell	242 -337	-58%	-$36K	0.01%	257
2017 Q3	$64K	Buy	579 +432	+294%	+$46.2K	0.03%	175
2017 Q2	$15K	Buy	+147	New	+$14.5K	0.01%	326

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

BDO Wealth Advisors's IBB Position: Q2 2023 in Review

BDO Wealth Advisors increased its iShares Biotechnology ETF (IBB) stake by 55% in Q2 2023, buying an estimated $779 and bringing the position to 17 shares worth $2.16K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

BDO Wealth Advisors first reported a position in IBB in Q2 2017 and has held it in 21 quarters since. The position peaked at $173K in Q1 2019. 843 funds tracked by Wall St. Rank hold IBB as of Q2 2023.

BDO Wealth Advisors held 17 shares of iShares Biotechnology ETF worth $2.16K as of Q2 2023.
BDO Wealth Advisors bought 6 iShares Biotechnology ETF shares in Q2 2023, an estimated $779.
iShares Biotechnology ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #849 holding.
BDO Wealth Advisors first reported a position in iShares Biotechnology ETF in Q2 2017 and has held it in 21 quarters since.
BDO Wealth Advisors's iShares Biotechnology ETF position peaked at $173K in Q1 2019.
843 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.