Berman Capital Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Berman Capital 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
2021 Q3	–	Sell	-34	Closed	-$5K	–	2136
2021 Q2	$5K	Hold	34	–	–	﹤0.01%	1347
2021 Q1	$5K	Hold	34	–	–	﹤0.01%	1265
2020 Q4	$5K	Buy	+34	New	+$4.86K	﹤0.01%	1146
2019 Q2	–	Sell	-600	Closed	-$67K	–	1519
2019 Q1	$67K	Sell	600 -158	-21%	-$17.3K	0.02%	241
2018 Q4	$72K	Buy	+758	New	+$80.5K	0.03%	214
2018 Q1	–	Sell	-2,244	Closed	-$240K	–	118
2017 Q4	$240K	Buy	+2,244	New	+$240K	0.08%	89

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Berman Capital Advisors's IBB Position: Q3 2021 in Review

Berman Capital Advisors sold out of iShares Biotechnology ETF (IBB) in Q3 2021, closing a stake of 34 shares — an estimated $5K sold.

Berman Capital Advisors first reported a position in IBB in Q4 2017 and held it in 6 quarters. The position peaked at $240K in Q4 2017. 855 funds tracked by Wall St. Rank hold IBB as of Q3 2021.

Berman Capital Advisors reported no remaining iShares Biotechnology ETF position as of Q3 2021 after selling out during the quarter.
Berman Capital Advisors sold 34 iShares Biotechnology ETF shares in Q3 2021, an estimated $5K.
Berman Capital Advisors first reported a position in iShares Biotechnology ETF in Q4 2017 and held it in 6 quarters.
Berman Capital Advisors's iShares Biotechnology ETF position peaked at $240K in Q4 2017.
855 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.