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James Hambro & Partners’s iShares Biotechnology ETF IBB Stock Holding History

James Hambro & Partners’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
Q2 		– Sell
-1,529
Closed -$230K – 91
2021
Q1 		$230K Sell
1,529
-584
-28% -$92.8K 0.02% 88
2020
Q4 		$320K Buy
2,113
+200
+10% +$28.6K 0.04% 63
2020
Q3 		$259K Buy
+1,913
New +$260K 0.04% 51

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

James Hambro & Partners's IBB Position: Q2 2021 in Review

James Hambro & Partners sold out of iShares Biotechnology ETF (IBB) in Q2 2021, closing a stake of 1,529 shares — an estimated $230K sold.

James Hambro & Partners first reported a position in IBB in Q3 2020 and held it in 3 quarters. The position peaked at $320K in Q4 2020. 863 funds tracked by Wall St. Rank hold IBB as of Q2 2021.

  • James Hambro & Partners reported no remaining iShares Biotechnology ETF position as of Q2 2021 after selling out during the quarter.
  • James Hambro & Partners sold 1,529 iShares Biotechnology ETF shares in Q2 2021, an estimated $230K.
  • James Hambro & Partners first reported a position in iShares Biotechnology ETF in Q3 2020 and held it in 3 quarters.
  • James Hambro & Partners's iShares Biotechnology ETF position peaked at $320K in Q4 2020.
  • 863 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2021.

Based on James Hambro & Partners's 13F filing for Q2 2021, filed 20 Jul 2021.