Global Wealth Management Investment Advisory’s iShares Biotechnology ETF IBB Stock Holding History

Global Wealth Management Investment Advisory’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 Q3	–	Sell	-25	Closed	-$3K	–	285
2022 Q2	$3K	Hold	25	–	–	﹤0.01%	379
2022 Q1	$3K	Hold	25	–	–	﹤0.01%	391
2021 Q4	$4K	Hold	25	–	–	﹤0.01%	364
2021 Q3	$4K	Hold	25	–	–	﹤0.01%	372
2021 Q2	$4K	Hold	25	–	–	﹤0.01%	357
2021 Q1	$4K	Sell	25 -12	-32%	-$1.91K	﹤0.01%	371
2020 Q4	$6K	Buy	37 +25	+208%	+$3.57K	﹤0.01%	320
2020 Q3	$2K	Sell	12 -3	-20%	-$407	﹤0.01%	385
2020 Q2	$2K	Sell	15 -33	-69%	-$4.21K	﹤0.01%	511
2020 Q1	$5K	Buy	48 +33	+220%	+$3.8K	﹤0.01%	410
2019 Q4	$2K	Hold	15	–	–	﹤0.01%	515
2019 Q3	$1K	Sell	15 -13	-46%	-$1.36K	﹤0.01%	577
2019 Q2	$3K	Sell	28 -655	-96%	-$69.7K	﹤0.01%	498
2019 Q1	$76K	Sell	683 -711	-51%	-$78K	0.04%	173
2018 Q4	$134K	Buy	+1,394	New	+$148K	0.08%	155

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Global Wealth Management Investment Advisory's IBB Position: Q3 2022 in Review

Global Wealth Management Investment Advisory sold out of iShares Biotechnology ETF (IBB) in Q3 2022, closing a stake of 25 shares — an estimated $3K sold.

Global Wealth Management Investment Advisory first reported a position in IBB in Q4 2018 and held it in 15 quarters. The position peaked at $134K in Q4 2018. 829 funds tracked by Wall St. Rank hold IBB as of Q3 2022.

Global Wealth Management Investment Advisory reported no remaining iShares Biotechnology ETF position as of Q3 2022 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 25 iShares Biotechnology ETF shares in Q3 2022, an estimated $3K.
Global Wealth Management Investment Advisory first reported a position in iShares Biotechnology ETF in Q4 2018 and held it in 15 quarters.
Global Wealth Management Investment Advisory's iShares Biotechnology ETF position peaked at $134K in Q4 2018.
829 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2022, filed 19 Oct 2022.