Buckingham Strategic Wealth’s iShares Biotechnology ETF IBB Stock Holding History

Buckingham Strategic Wealth’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
2024 Q2	$328K	Sell	2,389 -60	-2%	-$8.01K	﹤0.01%	578
2024 Q1	$336K	Sell	2,449 -978	-29%	-$134K	﹤0.01%	561
2023 Q4	$466K	Buy	3,427 +1,237	+56%	+$151K	0.01%	456
2023 Q3	$268K	Sell	2,190 -209	-9%	-$26.6K	﹤0.01%	554
2023 Q2	$305K	Sell	2,399 -441	-16%	-$57.3K	﹤0.01%	534
2023 Q1	$373K	Hold	2,840	–	–	0.01%	446
2022 Q4	$373K	Buy	2,840 +248	+10%	+$32K	0.01%	448
2022 Q3	$303K	Sell	2,592 -463	-15%	-$57.5K	0.01%	464
2022 Q2	$359K	Buy	3,055 +409	+15%	+$48.6K	0.01%	433
2022 Q1	$345K	Buy	+2,646	New	+$345K	0.01%	434

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Buckingham Strategic Wealth's IBB Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its iShares Biotechnology ETF (IBB) stake by 2.4% in Q2 2024, selling an estimated $8.01K and leaving 2,389 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

Buckingham Strategic Wealth first reported a position in IBB in Q1 2022 and has held it in 10 quarters since. The position peaked at $466K in Q4 2023. 894 funds tracked by Wall St. Rank hold IBB as of Q2 2024.

Buckingham Strategic Wealth held 2,389 shares of iShares Biotechnology ETF worth $328K as of Q2 2024.
Buckingham Strategic Wealth sold 60 iShares Biotechnology ETF shares in Q2 2024, an estimated $8.01K.
iShares Biotechnology ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #578 holding.
Buckingham Strategic Wealth first reported a position in iShares Biotechnology ETF in Q1 2022 and has held it in 10 quarters since.
Buckingham Strategic Wealth's iShares Biotechnology ETF position peaked at $466K in Q4 2023.
894 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.