Kaizen Financial Strategies’s iShares Biotechnology ETF IBB Stock Holding History

Kaizen Financial Strategies’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
2022 Q1	–	Sell	-2,038	Closed	-$311K	–	141
2021 Q4	$311K	Sell	2,038 -48	-2%	-$7.43K	0.23%	98
2021 Q3	$337K	Buy	+2,086	New	+$351K	0.27%	93
2021 Q1	$376K	Sell	2,498 -455	-15%	-$72.3K	0.36%	81
2020 Q4	$447K	Buy	+2,953	New	+$422K	0.5%	59

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kaizen Financial Strategies's IBB Position: Q1 2022 in Review

Kaizen Financial Strategies sold out of iShares Biotechnology ETF (IBB) in Q1 2022, closing a stake of 2,038 shares — an estimated $311K sold.

Kaizen Financial Strategies first reported a position in IBB in Q4 2020 and held it in 4 quarters. The position peaked at $447K in Q4 2020. 897 funds tracked by Wall St. Rank hold IBB as of Q1 2022.

Kaizen Financial Strategies reported no remaining iShares Biotechnology ETF position as of Q1 2022 after selling out during the quarter.
Kaizen Financial Strategies sold 2,038 iShares Biotechnology ETF shares in Q1 2022, an estimated $311K.
Kaizen Financial Strategies first reported a position in iShares Biotechnology ETF in Q4 2020 and held it in 4 quarters.
Kaizen Financial Strategies's iShares Biotechnology ETF position peaked at $447K in Q4 2020.
897 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2022.

Based on Kaizen Financial Strategies's 13F filing for Q1 2022, filed 6 May 2022.