Center for Financial Planning’s iShares Biotechnology ETF IBB Stock Holding History

Center for Financial Planning’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
2023 Q2	–	Sell	-83	Closed	-$10.7K	–	578
2023 Q1	$10.7K	Hold	83	–	–	﹤0.01%	353
2022 Q4	$10.9K	Hold	83	–	–	﹤0.01%	348
2022 Q3	$10K	Hold	83	–	–	﹤0.01%	357
2022 Q2	$10K	Hold	83	–	–	﹤0.01%	357
2022 Q1	$11K	Hold	83	–	–	﹤0.01%	361
2021 Q4	$13K	Hold	83	–	–	﹤0.01%	350
2021 Q3	$13K	Hold	83	–	–	﹤0.01%	337
2021 Q2	$14K	Hold	83	–	–	﹤0.01%	334
2021 Q1	$12K	Hold	83	–	–	﹤0.01%	362
2020 Q4	$13K	Buy	+83	New	+$11.9K	﹤0.01%	321

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Center for Financial Planning's IBB Position: Q2 2023 in Review

Center for Financial Planning sold out of iShares Biotechnology ETF (IBB) in Q2 2023, closing a stake of 83 shares — an estimated $10.7K sold.

Center for Financial Planning first reported a position in IBB in Q4 2020 and held it in 10 quarters. The position peaked at $14K in Q2 2021. 843 funds tracked by Wall St. Rank hold IBB as of Q2 2023.

Center for Financial Planning reported no remaining iShares Biotechnology ETF position as of Q2 2023 after selling out during the quarter.
Center for Financial Planning sold 83 iShares Biotechnology ETF shares in Q2 2023, an estimated $10.7K.
Center for Financial Planning first reported a position in iShares Biotechnology ETF in Q4 2020 and held it in 10 quarters.
Center for Financial Planning's iShares Biotechnology ETF position peaked at $14K in Q2 2021.
843 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2023.

Based on Center for Financial Planning's 13F filing for Q2 2023, filed 9 Aug 2023.