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

Circle Wealth Management’s Portfolio IBB Stock Details IBB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$220K	Buy
2024 Q3	–	Sell
2024 Q2	$545K	Hold
2024 Q1	$545K	Hold
2023 Q4	$540K	Hold
2023 Q3	$486K	Buy
2021 Q2	–	Sell
2021 Q1	$273K	Buy