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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Destination Wealth Management's IBB Position: Q3 2023 in Review

Destination Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q3 2023, closing a stake of 5,801 shares — an estimated $736K sold.

Destination Wealth Management first reported a position in IBB in Q2 2015 and held it in 6 quarters. The position peaked at $736K in Q2 2023. 833 funds tracked by Wall St. Rank hold IBB as of Q3 2023.

Destination Wealth Management reported no remaining iShares Biotechnology ETF position as of Q3 2023 after selling out during the quarter.
Destination Wealth Management sold 5,801 iShares Biotechnology ETF shares in Q3 2023, an estimated $736K.
Destination Wealth Management first reported a position in iShares Biotechnology ETF in Q2 2015 and held it in 6 quarters.
Destination Wealth Management's iShares Biotechnology ETF position peaked at $736K in Q2 2023.
833 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2023.

Based on Destination Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.