Csenge Advisory Group’s iShares Biotechnology ETF IBB Stock Holding History

Csenge Advisory Group’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 Q1	–	Sell	-1,987	Closed	-$261K	–	619
2022 Q4	$261K	Buy	+1,987	New	+$257K	0.02%	497
2020 Q1	–	Sell	-2,836	Closed	-$342K	–	315
2019 Q4	$342K	Buy	+2,836	New	+$316K	0.09%	210
2018 Q4	–	Sell	-120	Closed	-$12K	–	758
2018 Q3	$12K	Buy	+120	New	+$14.1K	﹤0.01%	473
2017 Q4	–	Sell	-4,665	Closed	-$519K	–	273
2017 Q3	$519K	Buy	+4,665	New	+$499K	0.21%	114

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

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

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

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

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

Csenge Advisory Group's IBB Position: Q1 2023 in Review

Csenge Advisory Group sold out of iShares Biotechnology ETF (IBB) in Q1 2023, closing a stake of 1,987 shares — an estimated $261K sold.

Csenge Advisory Group first reported a position in IBB in Q3 2017 and held it in 4 quarters. The position peaked at $519K in Q3 2017. 866 funds tracked by Wall St. Rank hold IBB as of Q1 2023.

Csenge Advisory Group reported no remaining iShares Biotechnology ETF position as of Q1 2023 after selling out during the quarter.
Csenge Advisory Group sold 1,987 iShares Biotechnology ETF shares in Q1 2023, an estimated $261K.
Csenge Advisory Group first reported a position in iShares Biotechnology ETF in Q3 2017 and held it in 4 quarters.
Csenge Advisory Group's iShares Biotechnology ETF position peaked at $519K in Q3 2017.
866 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2023.

Based on Csenge Advisory Group's 13F filing for Q1 2023, filed 1 May 2023.