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

Buckley 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
2019 Q3	–	Sell	-2,700	Closed	-$295K	–	142
2019 Q2	$295K	Hold	2,700	–	–	0.14%	126
2019 Q1	$302K	Hold	2,700	–	–	0.14%	118
2018 Q4	$260K	Hold	2,700	–	–	0.13%	126
2018 Q3	$329K	Hold	2,700	–	–	0.14%	127
2018 Q2	$297K	Hold	2,700	–	–	0.14%	133
2018 Q1	$288K	Hold	2,700	–	–	0.14%	136
2017 Q4	$288K	Buy	+2,700	New	+$289K	0.14%	136

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

Buckley Wealth Management's IBB Position: Q3 2019 in Review

Buckley Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q3 2019, closing a stake of 2,700 shares — an estimated $295K sold.

Buckley Wealth Management first reported a position in IBB in Q4 2017 and held it in 7 quarters. The position peaked at $329K in Q3 2018. 597 funds tracked by Wall St. Rank hold IBB as of Q3 2019.

Buckley Wealth Management reported no remaining iShares Biotechnology ETF position as of Q3 2019 after selling out during the quarter.
Buckley Wealth Management sold 2,700 iShares Biotechnology ETF shares in Q3 2019, an estimated $295K.
Buckley Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2017 and held it in 7 quarters.
Buckley Wealth Management's iShares Biotechnology ETF position peaked at $329K in Q3 2018.
597 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2019.

Based on Buckley Wealth Management's 13F filing for Q3 2019, filed 11 Oct 2019.