GYL Financial Synergies’s iShares Biotechnology ETF IBB Stock Holding History

GYL Financial Synergies’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 Q3	$10.2M	Buy	70,379 +485	+0.7%	+$70.2K	0.77%	30
2024 Q2	$9.59M	Buy	69,894 +825	+1%	+$110K	0.74%	30
2024 Q1	$9.48M	Sell	69,069 -380	-0.5%	-$51.9K	0.74%	34
2023 Q4	$9.43M	Sell	69,449 -1,403	-2%	-$171K	0.78%	31
2023 Q3	$8.66M	Sell	70,852 -873	-1%	-$111K	0.84%	29
2023 Q2	$9.11M	Sell	71,725 -1,015	-1%	-$132K	0.83%	30
2023 Q1	$9.4M	Buy	+72,740	New	+$9.52M	1.13%	26
2022 Q1	–	Sell	-1,328	Closed	-$203K	–	214
2021 Q4	$203K	Hold	1,328	–	–	0.05%	206
2021 Q3	$215K	Hold	1,328	–	–	0.11%	179
2021 Q2	$217K	Sell	1,328 -129	-9%	-$19.9K	0.11%	172
2021 Q1	$219K	Hold	1,457	–	–	0.12%	165
2020 Q4	$221K	Buy	+1,457	New	+$208K	0.13%	159

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

GYL Financial Synergies's IBB Position: Q3 2024 in Review

GYL Financial Synergies increased its iShares Biotechnology ETF (IBB) stake by 0.69% in Q3 2024, buying an estimated $70.2K and bringing the position to 70,379 shares worth $10.2M. The position accounts for 0.77% of the portfolio, ranked #30.

GYL Financial Synergies first reported a position in IBB in Q4 2020 and has held it in 12 quarters since. 895 funds tracked by Wall St. Rank hold IBB as of Q3 2024.

GYL Financial Synergies held 70,379 shares of iShares Biotechnology ETF worth $10.2M as of Q3 2024.
GYL Financial Synergies bought 485 iShares Biotechnology ETF shares in Q3 2024, an estimated $70.2K.
iShares Biotechnology ETF made up 0.77% of GYL Financial Synergies's portfolio in Q3 2024, its #30 holding.
GYL Financial Synergies first reported a position in iShares Biotechnology ETF in Q4 2020 and has held it in 12 quarters since.
895 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.