Financial Sense Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Financial Sense Advisors’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 Q4	–	Sell	-1,640	Closed	-$201K	–	116
2023 Q3	$201K	Hold	1,640	–	–	0.09%	93
2023 Q2	$208K	Hold	1,640	–	–	0.09%	89
2023 Q1	$212K	Sell	1,640 -1,180	-42%	-$154K	0.09%	87
2022 Q4	$370K	Buy	+2,820	New	+$364K	0.15%	80
2020 Q2	–	Sell	-14,975	Closed	-$1.61M	–	101
2020 Q1	$1.61M	Buy	+14,975	New	+$1.72M	0.72%	26
2018 Q2	–	Sell	-3,417	Closed	-$365K	–	66
2018 Q1	$365K	Sell	3,417 -387	-10%	-$42.9K	0.18%	56
2017 Q4	$406K	Sell	3,804 -390	-9%	-$41.7K	0.19%	52
2017 Q3	$466K	Buy	4,194 +381	+10%	+$40.7K	0.24%	44
2017 Q2	$394K	Buy	3,813 +138	+4%	+$13.6K	0.21%	55
2017 Q1	$359K	Buy	3,675 +1,410	+62%	+$135K	0.22%	50
2016 Q4	$200K	Buy	+2,265	New	+$206K	0.13%	73

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Sense Advisors's IBB Position: Q4 2023 in Review

Financial Sense Advisors sold out of iShares Biotechnology ETF (IBB) in Q4 2023, closing a stake of 1,640 shares — an estimated $201K sold.

Financial Sense Advisors first reported a position in IBB in Q4 2016 and held it in 11 quarters. The position peaked at $1.61M in Q1 2020. 872 funds tracked by Wall St. Rank hold IBB as of Q4 2023.

Financial Sense Advisors reported no remaining iShares Biotechnology ETF position as of Q4 2023 after selling out during the quarter.
Financial Sense Advisors sold 1,640 iShares Biotechnology ETF shares in Q4 2023, an estimated $201K.
Financial Sense Advisors first reported a position in iShares Biotechnology ETF in Q4 2016 and held it in 11 quarters.
Financial Sense Advisors's iShares Biotechnology ETF position peaked at $1.61M in Q1 2020.
872 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2023.

Based on Financial Sense Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.