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

Cadence 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
2022 Q1	–	Sell	-2,491	Closed	-$380K	–	39
2021 Q4	$380K	Sell	2,491 -769	-24%	-$119K	0.42%	17
2021 Q3	$527K	Buy	3,260 +183	+6%	+$30.8K	0.6%	16
2021 Q2	$504K	Sell	3,077 -669	-18%	-$103K	0.43%	21
2021 Q1	$564K	Buy	+3,746	New	+$595K	0.51%	20

Other funds holding IBB

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

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Cadence Wealth Management's IBB Position: Q1 2022 in Review

Cadence Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q1 2022, closing a stake of 2,491 shares — an estimated $380K sold.

Cadence Wealth Management first reported a position in IBB in Q1 2021 and held it in 4 quarters. The position peaked at $564K in Q1 2021. 897 funds tracked by Wall St. Rank hold IBB as of Q1 2022.

Cadence Wealth Management reported no remaining iShares Biotechnology ETF position as of Q1 2022 after selling out during the quarter.
Cadence Wealth Management sold 2,491 iShares Biotechnology ETF shares in Q1 2022, an estimated $380K.
Cadence Wealth Management first reported a position in iShares Biotechnology ETF in Q1 2021 and held it in 4 quarters.
Cadence Wealth Management's iShares Biotechnology ETF position peaked at $564K in Q1 2021.
897 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2022.

Based on Cadence Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.