First National Bank of South Miami’s iShares Biotechnology ETF IBB Stock Holding History

First National Bank of South Miami’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	-225	Closed	-$30K	–	269
2022 Q4	$30K	Hold	225	–	–	0.02%	210
2022 Q3	$26K	Hold	225	–	–	0.02%	217
2022 Q2	$26K	Hold	225	–	–	0.02%	230
2022 Q1	$29K	Hold	225	–	–	0.02%	242
2021 Q4	$34K	Hold	225	–	–	0.02%	242
2021 Q3	$36K	Hold	225	–	–	0.02%	231
2021 Q2	$37K	Hold	225	–	–	0.03%	224
2021 Q1	$34K	Sell	225 -77	-25%	-$12.2K	0.03%	217
2020 Q4	$46K	Hold	302	–	–	0.04%	188
2020 Q3	$41K	Sell	302 -50	-14%	-$6.78K	0.04%	179
2020 Q2	$48K	Hold	352	–	–	0.05%	161
2020 Q1	$38K	Buy	352 +127	+56%	+$14.6K	0.05%	165
2019 Q4	$27K	Hold	225	–	–	0.03%	192
2019 Q3	$23K	Hold	225	–	–	0.02%	213
2019 Q2	$24K	Hold	225	–	–	0.02%	216
2019 Q1	$25K	Hold	225	–	–	0.02%	213
2018 Q4	$25K	Buy	+225	New	+$23.9K	0.02%	214

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 $303B AUM 53.02% 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

First National Bank of South Miami's IBB Position: Q1 2023 in Review

First National Bank of South Miami sold out of iShares Biotechnology ETF (IBB) in Q1 2023, closing a stake of 225 shares — an estimated $30K sold.

First National Bank of South Miami first reported a position in IBB in Q4 2018 and held it in 17 quarters. The position peaked at $48K in Q2 2020. 867 funds tracked by Wall St. Rank hold IBB as of Q1 2023.

First National Bank of South Miami reported no remaining iShares Biotechnology ETF position as of Q1 2023 after selling out during the quarter.
First National Bank of South Miami sold 225 iShares Biotechnology ETF shares in Q1 2023, an estimated $30K.
First National Bank of South Miami first reported a position in iShares Biotechnology ETF in Q4 2018 and held it in 17 quarters.
First National Bank of South Miami's iShares Biotechnology ETF position peaked at $48K in Q2 2020.
867 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2023.

Based on First National Bank of South Miami's 13F filing for Q1 2023, filed 17 Apr 2023.