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Financial Partners Group (Kansas)’s iShares Biotechnology ETF IBB Stock Holding History

Financial Partners Group (Kansas)’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
2024
Q1 		– Sell
-2,251
Closed -$306K – 177
2023
Q4 		$306K Hold
2,251
– – 0.05% 128
2023
Q3 		$259K Sell
2,251
-110
-5% -$14K 0.05% 130
2023
Q2 		$301K Sell
2,361
-36
-2% -$4.68K 0.06% 120
2023
Q1 		$310K Sell
2,397
-52
-2% -$6.81K 0.07% 119
2022
Q4 		$329K Buy
+2,449
New +$316K 0.07% 120
2022
Q2 		– Sell
-2,356
Closed -$307K – 159
2022
Q1 		$307K Sell
2,356
-28,818
-92% -$3.75M 0.07% 129
2021
Q4 		$4.11M Buy
31,174
+609
+2% +$94.3K 0.9% 28
2021
Q3 		$4.94M Sell
30,565
-605
-2% -$102K 1.16% 23
2021
Q2 		$5.1M Sell
31,170
-14,400
-32% -$2.22M 1.31% 20
2021
Q1 		$6.86M Sell
45,570
-816
-2% -$130K 1.95% 15
2020
Q4 		$7.59M Sell
46,386
-2,272
-5% -$325K 2.27% 15
2020
Q3 		$6.59M Sell
48,658
-562
-1% -$76.2K 2.26% 15
2020
Q2 		$6.73M Buy
49,220
+15,578
+46% +$1.99M 2.63% 13
2020
Q1 		$3.49M Buy
33,642
+1,892
+6% +$218K 2.16% 15
2019
Q4 		$3.73M Sell
31,750
-171
-0.5% -$19.1K 1.45% 18
2019
Q3 		$3.18M Buy
+31,921
New +$3.34M 1.41% 19
2019
Q2 		– Sell
-25,802
Closed -$2.88M – 80
2019
Q1 		$2.88M Sell
25,802
-9,371
-27% -$1.03M 1.56% 21
2018
Q4 		$3.39M Buy
35,173
+1,889
+6% +$200K 2.21% 15
2018
Q3 		$4.06M Sell
33,284
-607
-2% -$71.5K 2.65% 13
2018
Q2 		$3.72M Buy
33,891
+398
+1% +$42.6K 2.73% 11
2018
Q1 		$3.58M Sell
33,493
-679
-2% -$75.3K 2.8% 13
2017
Q4 		$3.65M Buy
+34,172
New +$3.65M 2.88% 13

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commerce Bank
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Financial Partners Group (Kansas)'s IBB Position: Q1 2024 in Review

Financial Partners Group (Kansas) sold out of iShares Biotechnology ETF (IBB) in Q1 2024, closing a stake of 2,251 shares — an estimated $306K sold.

Financial Partners Group (Kansas) first reported a position in IBB in Q4 2017 and held it in 22 quarters. The position peaked at $7.59M in Q4 2020. 901 funds tracked by Wall St. Rank hold IBB as of Q1 2024.

  • Financial Partners Group (Kansas) reported no remaining iShares Biotechnology ETF position as of Q1 2024 after selling out during the quarter.
  • Financial Partners Group (Kansas) sold 2,251 iShares Biotechnology ETF shares in Q1 2024, an estimated $306K.
  • Financial Partners Group (Kansas) first reported a position in iShares Biotechnology ETF in Q4 2017 and held it in 22 quarters.
  • Financial Partners Group (Kansas)'s iShares Biotechnology ETF position peaked at $7.59M in Q4 2020.
  • 901 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2024.

Based on Financial Partners Group (Kansas)'s 13F filing for Q1 2024, filed 7 May 2024.