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

Braver 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
2015 Q4	–	Sell	-150,396	Closed	-$15.2M	–	85
2015 Q3	$15.2M	Buy	150,396 +36,543	+32%	+$4.38M	3.77%	7
2015 Q2	$14M	Sell	113,853 -4,116	-3%	-$493K	3.4%	6
2015 Q1	$13.5M	Buy	117,969 +24,771	+27%	+$2.73M	2.77%	10
2014 Q4	$9.42M	Buy	93,198 +29,082	+45%	+$2.83M	1.93%	15
2014 Q3	$5.85M	Buy	+64,116	New	+$5.63M	1.76%	13
2014 Q2	–	Sell	-4,872	Closed	-$384K	–	89
2014 Q1	$384K	Buy	+4,872	New	+$406K	0.11%	64
2013 Q4	–	Sell	-11,631	Closed	-$813K	–	78
2013 Q3	$813K	Buy	+11,631	New	+$762K	0.28%	57

Other funds holding IBB

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

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

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

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

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

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

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

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Braver Wealth Management's IBB Position: Q4 2015 in Review

Braver Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q4 2015, closing a stake of 150,396 shares — an estimated $15.2M sold.

Braver Wealth Management first reported a position in IBB in Q3 2013 and held it in 7 quarters. The position peaked at $15.2M in Q3 2015. 432 funds tracked by Wall St. Rank hold IBB as of Q4 2015.

Braver Wealth Management reported no remaining iShares Biotechnology ETF position as of Q4 2015 after selling out during the quarter.
Braver Wealth Management sold 150,396 iShares Biotechnology ETF shares in Q4 2015, an estimated $15.2M.
Braver Wealth Management first reported a position in iShares Biotechnology ETF in Q3 2013 and held it in 7 quarters.
Braver Wealth Management's iShares Biotechnology ETF position peaked at $15.2M in Q3 2015.
432 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2015.

Based on Braver Wealth Management's 13F filing for Q4 2015, filed 11 Feb 2016.