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Lee Financial’s iShares Biotechnology ETF IBB Stock Holding History

Lee Financial’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
-175
Closed -$23.8K – 469
2023
Q4 		$23.8K Hold
175
– – ﹤0.01% 298
2023
Q3 		$21.4K Buy
+175
New +$22.3K ﹤0.01% 294
2020
Q2 		– Sell
-1,500
Closed -$162K – 532
2020
Q1 		$162K Buy
+1,500
New +$173K 0.05% 112
2017
Q4 		– Sell
-30
Closed -$3K – 488
2017
Q3 		$3K Hold
30
– – ﹤0.01% 439
2017
Q2 		$3K Buy
+30
New +$2.96K ﹤0.01% 440

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Lee Financial's IBB Position: Q1 2024 in Review

Lee Financial sold out of iShares Biotechnology ETF (IBB) in Q1 2024, closing a stake of 175 shares — an estimated $23.8K sold.

Lee Financial first reported a position in IBB in Q2 2017 and held it in 5 quarters. The position peaked at $162K in Q1 2020. 899 funds tracked by Wall St. Rank hold IBB as of Q1 2024.

  • Lee Financial reported no remaining iShares Biotechnology ETF position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 175 iShares Biotechnology ETF shares in Q1 2024, an estimated $23.8K.
  • Lee Financial first reported a position in iShares Biotechnology ETF in Q2 2017 and held it in 5 quarters.
  • Lee Financial's iShares Biotechnology ETF position peaked at $162K in Q1 2020.
  • 899 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.