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

Destination Wealth Management’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
Q3 		– Sell
-5,801
Closed -$736K – 214
2023
Q2 		$736K Buy
+5,801
New +$754K 0.03% 132
2021
Q3 		– Sell
-2,226
Closed -$364K – 179
2021
Q2 		$364K Buy
2,226
+74
+3% +$11.4K 0.01% 144
2021
Q1 		$324K Buy
+2,152
New +$342K 0.01% 149
2019
Q2 		– Sell
-378
Closed -$42K – 641
2019
Q1 		$42K Buy
+378
New +$41.5K ﹤0.01% 285
2018
Q4 		– Sell
-1
Closed – – 605
2018
Q3 		$0 Buy
+1
New +$118 ﹤0.01% 719
2015
Q3 		– Sell
-2,574
Closed -$317K – 162
2015
Q2 		$317K Buy
+2,574
New +$308K 0.02% 197

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return