Laurel Wealth Advisors (North Carolina)’s iShares Biotechnology ETF IBB Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2024 Q1	–	Sell	-20	Closed	-$2.72K	–	644
2023 Q4	$2.72K	Hold	20	–	–	﹤0.01%	498
2023 Q3	$2.45K	Hold	20	–	–	﹤0.01%	503
2023 Q2	$2.54K	Hold	20	–	–	﹤0.01%	508
2023 Q1	$2.58K	Hold	20	–	–	﹤0.01%	499
2022 Q4	$2.63K	Hold	20	–	–	﹤0.01%	469
2022 Q3	$2K	Hold	20	–	–	﹤0.01%	480
2022 Q2	$2K	Hold	20	–	–	﹤0.01%	534
2022 Q1	$3K	Hold	20	–	–	﹤0.01%	544
2021 Q4	$3K	Buy	+20	New	+$3.1K	﹤0.01%	536
2019 Q3	–	Sell	-73	Closed	-$8K	–	524
2019 Q2	$8K	Buy	+73	New	+$7.76K	﹤0.01%	393

Other funds holding IBB

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

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

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

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

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

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

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

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IBB Position: Q1 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares Biotechnology ETF (IBB) in Q1 2024, closing a stake of 20 shares — an estimated $2.72K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IBB in Q2 2019 and held it in 10 quarters. The position peaked at $8K in Q2 2019. 899 funds tracked by Wall St. Rank hold IBB as of Q1 2024.

Laurel Wealth Advisors (North Carolina) reported no remaining iShares Biotechnology ETF position as of Q1 2024 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 20 iShares Biotechnology ETF shares in Q1 2024, an estimated $2.72K.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares Biotechnology ETF in Q2 2019 and held it in 10 quarters.
Laurel Wealth Advisors (North Carolina)'s iShares Biotechnology ETF position peaked at $8K in Q2 2019.
899 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2024, filed 13 May 2024.