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Halpern Financial’s iShares Biotechnology ETF IBB Stock Holding History

Halpern Financial’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
2021
Q4 		– Sell
-40
Closed -$6.47K – 269
2021
Q3 		$6.47K Sell
40
-39
-49% -$6.56K ﹤0.01% 204
2021
Q2 		$12.9K Hold
79
– – 0.01% 134
2021
Q1 		$11.9K Buy
+79
New +$12.5K 0.01% 128

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Halpern Financial's IBB Position: Q4 2021 in Review

Halpern Financial sold out of iShares Biotechnology ETF (IBB) in Q4 2021, closing a stake of 40 shares — an estimated $6.47K sold.

Halpern Financial first reported a position in IBB in Q1 2021 and held it in 3 quarters. The position peaked at $12.9K in Q2 2021. 962 funds tracked by Wall St. Rank hold IBB as of Q4 2021.

  • Halpern Financial reported no remaining iShares Biotechnology ETF position as of Q4 2021 after selling out during the quarter.
  • Halpern Financial sold 40 iShares Biotechnology ETF shares in Q4 2021, an estimated $6.47K.
  • Halpern Financial first reported a position in iShares Biotechnology ETF in Q1 2021 and held it in 3 quarters.
  • Halpern Financial's iShares Biotechnology ETF position peaked at $12.9K in Q2 2021.
  • 962 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2021.

Based on Halpern Financial's 13F filing for Q4 2021, filed 21 Sep 2023.