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

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of America

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 $157B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

SG Americas Securities

SG Americas Securities New York $90.6B AUM 36.98% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return