Freedman Financial Associates’s iShares Biotechnology ETF IBB Stock Holding History

Freedman Financial Associates’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
2022 Q2	–	Sell	-304	Closed	-$41K	–	182
2022 Q1	$41K	Hold	304	–	–	0.03%	223
2021 Q4	$46K	Hold	304	–	–	0.03%	215
2021 Q3	$49K	Hold	304	–	–	0.04%	198
2021 Q2	$50K	Hold	304	–	–	0.04%	193
2021 Q1	$46K	Buy	304 +1	+0.3%	+$159	0.04%	199
2020 Q4	$46K	Buy	+303	New	+$43.3K	0.04%	192

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Freedman Financial Associates's IBB Position: Q2 2022 in Review

Freedman Financial Associates sold out of iShares Biotechnology ETF (IBB) in Q2 2022, closing a stake of 304 shares — an estimated $41K sold.

Freedman Financial Associates first reported a position in IBB in Q4 2020 and held it in 6 quarters. The position peaked at $50K in Q2 2021. 858 funds tracked by Wall St. Rank hold IBB as of Q2 2022.

Freedman Financial Associates reported no remaining iShares Biotechnology ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 304 iShares Biotechnology ETF shares in Q2 2022, an estimated $41K.
Freedman Financial Associates first reported a position in iShares Biotechnology ETF in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's iShares Biotechnology ETF position peaked at $50K in Q2 2021.
858 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.