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

LBA 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
2017 Q1	$16K	Sell	162 -18	-10%	-$1.72K	0.01%	290
2016 Q4	$16K	Buy	+180	New	+$16.4K	0.01%	278
2014 Q1	–	Sell	-60	Closed	-$5K	–	263
2013 Q4	$5K	Buy	+60	New	+$4.26K	﹤0.01%	242

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

Goldman Sachs New York $871B AUM 31.28% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

LBA Wealth Management's IBB Position: Q1 2017 in Review

LBA Wealth Management reduced its iShares Biotechnology ETF (IBB) stake by 10% in Q1 2017, selling an estimated $1.72K and leaving 162 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #290.

LBA Wealth Management first reported a position in IBB in Q4 2013 and has held it in 3 quarters since. 520 funds tracked by Wall St. Rank hold IBB as of Q1 2017.

LBA Wealth Management held 162 shares of iShares Biotechnology ETF worth $16K as of Q1 2017.
LBA Wealth Management sold 18 iShares Biotechnology ETF shares in Q1 2017, an estimated $1.72K.
iShares Biotechnology ETF made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #290 holding.
LBA Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2013 and has held it in 3 quarters since.
520 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.