KC
IBB icon

Kades & Cheifetz’s iShares Biotechnology ETF IBB Stock Holding History

Kades & Cheifetz’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
2023
Q3 		– Sell
-2,660
Closed -$338K – 78
2023
Q2 		$338K Buy
2,660
+2
+0.1% +$260 0.26% 64
2023
Q1 		$343K Hold
2,658
– – 0.27% 62
2022
Q4 		$349K Buy
+2,658
New +$344K 0.29% 61

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kades & Cheifetz's IBB Position: Q3 2023 in Review

Kades & Cheifetz sold out of iShares Biotechnology ETF (IBB) in Q3 2023, closing a stake of 2,660 shares — an estimated $338K sold.

Kades & Cheifetz first reported a position in IBB in Q4 2022 and held it in 3 quarters. The position peaked at $349K in Q4 2022. 832 funds tracked by Wall St. Rank hold IBB as of Q3 2023.

  • Kades & Cheifetz reported no remaining iShares Biotechnology ETF position as of Q3 2023 after selling out during the quarter.
  • Kades & Cheifetz sold 2,660 iShares Biotechnology ETF shares in Q3 2023, an estimated $338K.
  • Kades & Cheifetz first reported a position in iShares Biotechnology ETF in Q4 2022 and held it in 3 quarters.
  • Kades & Cheifetz's iShares Biotechnology ETF position peaked at $349K in Q4 2022.
  • 832 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2023.

Based on Kades & Cheifetz's 13F filing for Q3 2023, filed 30 Oct 2023.