Brainard Capital Management’s iShares Biotechnology ETF IBB Stock Holding History

Brainard Capital 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
2023 Q1	$528K	Buy	4,085 +1	+0%	+$131	0.4%	42
2022 Q4	$536K	Buy	+4,084	New	+$528K	0.45%	40

Other funds holding IBB

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

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

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

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

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

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Brainard Capital Management's IBB Position: Q1 2023 in Review

Brainard Capital Management increased its iShares Biotechnology ETF (IBB) stake by 0.02% in Q1 2023, buying an estimated $131 and bringing the position to 4,085 shares worth $528K. The position accounts for 0.4% of the portfolio, ranked #42.

Brainard Capital Management first reported a position in IBB in Q4 2022 and has held it in 2 quarters since. The position peaked at $536K in Q4 2022. 867 funds tracked by Wall St. Rank hold IBB as of Q1 2023.

Brainard Capital Management held 4,085 shares of iShares Biotechnology ETF worth $528K as of Q1 2023.
Brainard Capital Management bought 1 iShares Biotechnology ETF share in Q1 2023, an estimated $131.
iShares Biotechnology ETF made up 0.4% of Brainard Capital Management's portfolio in Q1 2023, its #42 holding.
Brainard Capital Management first reported a position in iShares Biotechnology ETF in Q4 2022 and has held it in 2 quarters since.
Brainard Capital Management's iShares Biotechnology ETF position peaked at $536K in Q4 2022.
867 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.