Clear Perspective Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Clear Perspective Advisors’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
2021 Q4	$338K	Buy	+2,212	New	+$342K	0.1%	130

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

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

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

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

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

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

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

Clear Perspective Advisors's IBB Position: Q4 2021 in Review

Clear Perspective Advisors opened a new position in iShares Biotechnology ETF (IBB) in Q4 2021: 2,212 shares worth $338K. The stake represents 0.1% of the portfolio and ranks #130 among its holdings.

963 funds tracked by Wall St. Rank hold IBB as of Q4 2021.

Clear Perspective Advisors held 2,212 shares of iShares Biotechnology ETF worth $338K as of Q4 2021.
iShares Biotechnology ETF was a new Clear Perspective Advisors position in Q4 2021.
iShares Biotechnology ETF made up 0.1% of Clear Perspective Advisors's portfolio in Q4 2021, its #130 holding.
963 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.