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Jeppson Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Jeppson Wealth Management’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
2020
Q4 		– Sell
-69
Closed -$9K – 264
2020
Q3 		$9K Buy
+69
New +$9.36K 0.01% 398

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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
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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Jeppson Wealth Management's IBB Position: Q4 2020 in Review

Jeppson Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q4 2020, closing a stake of 69 shares — an estimated $9K sold.

Jeppson Wealth Management first reported a position in IBB in Q3 2020 and held it in 1 quarter. The position peaked at $9K in Q3 2020. 856 funds tracked by Wall St. Rank hold IBB as of Q4 2020.

  • Jeppson Wealth Management reported no remaining iShares Biotechnology ETF position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 69 iShares Biotechnology ETF shares in Q4 2020, an estimated $9K.
  • Jeppson Wealth Management first reported a position in iShares Biotechnology ETF in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's iShares Biotechnology ETF position peaked at $9K in Q3 2020.
  • 856 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.