EFG Asset Management (Americas)’s iShares Biotechnology ETF IBB Stock Holding History

EFG Asset Management (Americas)’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	-1,530	Closed	-$201K	–	139
2022 Q4	$201K	Buy	+1,530	New	+$198K	0.05%	129
2022 Q1	–	Sell	-1,525	Closed	-$233K	–	137
2021 Q4	$233K	Buy	1,525 +1	+0.1%	+$155	0.04%	131
2021 Q3	$246K	Buy	1,524 +1	+0.1%	+$168	0.04%	135
2021 Q2	$249K	Hold	1,523	–	–	0.05%	135
2021 Q1	$229K	Buy	1,523 +1	+0.1%	+$159	0.05%	133
2020 Q4	$231K	Buy	1,522 +1	+0.1%	+$143	0.05%	133
2020 Q3	$206K	Buy	1,521 +1	+0.1%	+$136	0.05%	136
2020 Q2	$208K	Buy	+1,520	New	+$194K	0.05%	121
2015 Q1	–	Sell	-1,200	Closed	-$121K	–	179
2014 Q4	$121K	Buy	+1,200	New	+$117K	0.07%	117

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

EFG Asset Management (Americas)'s IBB Position: Q1 2023 in Review

EFG Asset Management (Americas) sold out of iShares Biotechnology ETF (IBB) in Q1 2023, closing a stake of 1,530 shares — an estimated $201K sold.

EFG Asset Management (Americas) first reported a position in IBB in Q4 2014 and held it in 9 quarters. The position peaked at $249K in Q2 2021. 866 funds tracked by Wall St. Rank hold IBB as of Q1 2023.

EFG Asset Management (Americas) reported no remaining iShares Biotechnology ETF position as of Q1 2023 after selling out during the quarter.
EFG Asset Management (Americas) sold 1,530 iShares Biotechnology ETF shares in Q1 2023, an estimated $201K.
EFG Asset Management (Americas) first reported a position in iShares Biotechnology ETF in Q4 2014 and held it in 9 quarters.
EFG Asset Management (Americas)'s iShares Biotechnology ETF position peaked at $249K in Q2 2021.
866 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2023.

Based on EFG Asset Management (Americas)'s 13F filing for Q1 2023, filed 4 May 2023.