BerganKDV Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

BerganKDV 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
2021 Q1	–	Sell	-315	Closed	-$48K	–	965
2020 Q4	$48K	Buy	315 +215	+215%	+$30.7K	0.01%	356
2020 Q3	$14K	Hold	100	–	–	﹤0.01%	467
2020 Q2	$14K	Buy	100 +48	+92%	+$6.12K	﹤0.01%	494
2020 Q1	$6K	Hold	52	–	–	﹤0.01%	557
2019 Q4	$6K	Hold	52	–	–	﹤0.01%	593
2019 Q3	$5K	Hold	52	–	–	﹤0.01%	559
2019 Q2	$6K	Hold	52	–	–	﹤0.01%	570
2019 Q1	$6K	Hold	52	–	–	﹤0.01%	575
2018 Q4	$5K	Buy	+52	New	+$5.52K	﹤0.01%	546
2018 Q3	–	Sell	-300	Closed	-$33K	–	635
2018 Q2	$33K	Buy	+300	New	+$32.1K	0.01%	366

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

BerganKDV Wealth Management's IBB Position: Q1 2021 in Review

BerganKDV Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q1 2021, closing a stake of 315 shares — an estimated $48K sold.

BerganKDV Wealth Management first reported a position in IBB in Q2 2018 and held it in 10 quarters. The position peaked at $48K in Q4 2020. 845 funds tracked by Wall St. Rank hold IBB as of Q1 2021.

BerganKDV Wealth Management reported no remaining iShares Biotechnology ETF position as of Q1 2021 after selling out during the quarter.
BerganKDV Wealth Management sold 315 iShares Biotechnology ETF shares in Q1 2021, an estimated $48K.
BerganKDV Wealth Management first reported a position in iShares Biotechnology ETF in Q2 2018 and held it in 10 quarters.
BerganKDV Wealth Management's iShares Biotechnology ETF position peaked at $48K in Q4 2020.
845 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2021.

Based on BerganKDV Wealth Management's 13F filing for Q1 2021, filed 11 May 2021.