Cypress Wealth Services’s iShares Biotechnology ETF IBB Stock Holding History

Cypress Wealth Services’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 Q2	–	Sell	-2,391	Closed	-$360K	–	282
2021 Q1	$360K	Buy	2,391 +119	+5%	+$18.9K	0.08%	197
2020 Q4	$344K	Buy	+2,272	New	+$325K	0.08%	188
2020 Q3	–	Sell	-2,177	Closed	-$295K	–	359
2020 Q2	$298K	Sell	2,177 -60	-3%	-$7.65K	0.07%	204
2020 Q1	$241K	Buy	2,237 +9	+0.4%	+$1.04K	0.07%	206
2019 Q4	$268K	Buy	2,228 +28	+1%	+$3.12K	0.07%	203
2019 Q3	$219K	Sell	2,200 -572	-21%	-$59.9K	0.06%	221
2019 Q2	$302K	Buy	2,772 +495	+22%	+$52.7K	0.09%	189
2019 Q1	$255K	Buy	+2,277	New	+$250K	0.08%	201
2018 Q4	–	Sell	-1,707	Closed	-$208K	–	234
2018 Q3	$208K	Buy	+1,707	New	+$201K	0.07%	208

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

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

Citigroup New York $235B AUM 32.99% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Cypress Wealth Services's IBB Position: Q2 2021 in Review

Cypress Wealth Services sold out of iShares Biotechnology ETF (IBB) in Q2 2021, closing a stake of 2,391 shares — an estimated $360K sold.

Cypress Wealth Services first reported a position in IBB in Q3 2018 and held it in 9 quarters. The position peaked at $360K in Q1 2021. 863 funds tracked by Wall St. Rank hold IBB as of Q2 2021.

Cypress Wealth Services reported no remaining iShares Biotechnology ETF position as of Q2 2021 after selling out during the quarter.
Cypress Wealth Services sold 2,391 iShares Biotechnology ETF shares in Q2 2021, an estimated $360K.
Cypress Wealth Services first reported a position in iShares Biotechnology ETF in Q3 2018 and held it in 9 quarters.
Cypress Wealth Services's iShares Biotechnology ETF position peaked at $360K in Q1 2021.
863 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2021.

Based on Cypress Wealth Services's 13F filing for Q2 2021, filed 14 Jul 2021.