Clear Perspectives Financial Planning’s iShares Biotechnology ETF IBB Stock Holding History

Clear Perspectives 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
2022 Q2	–	Sell	-300	Closed	-$39K	–	220
2022 Q1	$39K	Hold	300	–	–	0.01%	103
2021 Q4	$46K	Hold	300	–	–	0.02%	106
2021 Q3	$49K	Hold	300	–	–	0.02%	95
2021 Q2	$49K	Hold	300	–	–	0.02%	99
2021 Q1	$45K	Hold	300	–	–	0.03%	90
2020 Q4	$45K	Buy	+300	New	+$42.9K	0.03%	86

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clear Perspectives Financial Planning's IBB Position: Q2 2022 in Review

Clear Perspectives Financial Planning sold out of iShares Biotechnology ETF (IBB) in Q2 2022, closing a stake of 300 shares — an estimated $39K sold.

Clear Perspectives Financial Planning first reported a position in IBB in Q4 2020 and held it in 6 quarters. The position peaked at $49K in Q3 2021. 858 funds tracked by Wall St. Rank hold IBB as of Q2 2022.

Clear Perspectives Financial Planning reported no remaining iShares Biotechnology ETF position as of Q2 2022 after selling out during the quarter.
Clear Perspectives Financial Planning sold 300 iShares Biotechnology ETF shares in Q2 2022, an estimated $39K.
Clear Perspectives Financial Planning first reported a position in iShares Biotechnology ETF in Q4 2020 and held it in 6 quarters.
Clear Perspectives Financial Planning's iShares Biotechnology ETF position peaked at $49K in Q3 2021.
858 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q2 2022, filed 11 Aug 2022.