Beaird Harris Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Beaird Harris Wealth Management’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
2024 Q2	–	Sell	-76	Closed	-$10.4K	–	754
2024 Q1	$10.4K	Hold	76	–	–	﹤0.01%	326
2023 Q4	$10.3K	Hold	76	–	–	﹤0.01%	326
2023 Q3	$9.24K	Hold	76	–	–	﹤0.01%	276
2023 Q2	$9.59K	Hold	76	–	–	﹤0.01%	270
2023 Q1	$9.76K	Hold	76	–	–	﹤0.01%	272
2022 Q4	$9.92K	Hold	76	–	–	﹤0.01%	325
2022 Q3	$9K	Sell	76 -125	-62%	-$15.5K	﹤0.01%	289
2022 Q2	$24K	Buy	201 +50	+33%	+$5.93K	0.01%	187
2022 Q1	$20K	Buy	+151	New	+$19.7K	0.01%	252

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Beaird Harris Wealth Management's IBB Position: Q2 2024 in Review

Beaird Harris Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q2 2024, closing a stake of 76 shares — an estimated $10.4K sold.

Beaird Harris Wealth Management first reported a position in IBB in Q1 2022 and held it in 9 quarters. The position peaked at $24K in Q2 2022. 896 funds tracked by Wall St. Rank hold IBB as of Q2 2024.

Beaird Harris Wealth Management reported no remaining iShares Biotechnology ETF position as of Q2 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 76 iShares Biotechnology ETF shares in Q2 2024, an estimated $10.4K.
Beaird Harris Wealth Management first reported a position in iShares Biotechnology ETF in Q1 2022 and held it in 9 quarters.
Beaird Harris Wealth Management's iShares Biotechnology ETF position peaked at $24K in Q2 2022.
896 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2024, filed 15 Aug 2024.