Bedel Financial Consulting’s iShares Biotechnology ETF IBB Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-441	Closed	-$57K	–	492
2022 Q1	$57K	Hold	441	–	–	0.02%	367
2021 Q4	$67K	Hold	441	–	–	0.02%	342
2021 Q3	$71K	Hold	441	–	–	0.02%	329
2021 Q2	$72K	Hold	441	–	–	0.03%	325
2021 Q1	$66K	Hold	441	–	–	0.03%	330
2020 Q4	$67K	Hold	441	–	–	0.03%	276
2020 Q3	$60K	Sell	441 -300	-40%	-$40.7K	0.03%	280
2020 Q2	$101K	Hold	741	–	–	0.05%	199
2020 Q1	$80K	Hold	741	–	–	0.05%	208
2019 Q4	$89K	Hold	741	–	–	0.05%	224
2019 Q3	$74K	Hold	741	–	–	0.04%	237
2019 Q2	$81K	Hold	741	–	–	0.05%	223
2019 Q1	$83K	Hold	741	–	–	0.05%	208
2018 Q4	$71K	Hold	741	–	–	0.05%	213
2018 Q3	$85K	Hold	741	–	–	0.06%	209
2018 Q2	$81K	Sell	741 -375	-34%	-$40.1K	0.06%	214
2018 Q1	$119K	Buy	+1,116	New	+$124K	0.09%	180

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bedel Financial Consulting's IBB Position: Q2 2022 in Review

Bedel Financial Consulting sold out of iShares Biotechnology ETF (IBB) in Q2 2022, closing a stake of 441 shares — an estimated $57K sold.

Bedel Financial Consulting first reported a position in IBB in Q1 2018 and held it in 17 quarters. The position peaked at $119K in Q1 2018. 858 funds tracked by Wall St. Rank hold IBB as of Q2 2022.

Bedel Financial Consulting reported no remaining iShares Biotechnology ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 441 iShares Biotechnology ETF shares in Q2 2022, an estimated $57K.
Bedel Financial Consulting first reported a position in iShares Biotechnology ETF in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's iShares Biotechnology ETF position peaked at $119K in Q1 2018.
858 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.