Lehman & Derafelo Financial Resources’s iShares Biotechnology ETF IBB Stock Holding History

Lehman & Derafelo Financial Resources’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 Q4	$961K	Sell	7,318 -702	-9%	-$90.7K	0.29%	46
2022 Q3	$938K	Hold	8,020	–	–	0.3%	45
2022 Q2	$943K	Sell	8,020 -102	-1%	-$12.1K	0.29%	45
2022 Q1	$1.06M	Sell	8,122 -48	-0.6%	-$6.25K	0.29%	45
2021 Q4	$1.25M	Hold	8,170	–	–	0.38%	43
2021 Q3	$1.32M	Sell	8,170 -400	-5%	-$67.3K	0.43%	38
2021 Q2	$1.4M	Sell	8,570 -400	-4%	-$61.6K	0.38%	42
2021 Q1	$1.35M	Sell	8,970 -250	-3%	-$39.7K	0.38%	40
2020 Q4	$1.4M	Buy	9,220 +48	+0.5%	+$6.86K	0.42%	40
2020 Q3	$1.24M	Hold	9,172	–	–	0.4%	46
2020 Q2	$1.25M	Sell	9,172 -250	-3%	-$31.9K	0.44%	46
2020 Q1	$1.01M	Sell	9,422 -126	-1%	-$14.5K	0.42%	39
2019 Q4	$1.15M	Sell	9,548 -100	-1%	-$11.2K	0.41%	41
2019 Q3	$960K	Sell	9,648 -300	-3%	-$31.4K	0.37%	46
2019 Q2	$1.09M	Sell	9,948 -386	-4%	-$41.1K	0.44%	41
2019 Q1	$1.16M	Buy	10,334 +57	+0.6%	+$6.25K	0.5%	35
2018 Q4	$991K	Buy	+10,277	New	+$1.09M	0.49%	35

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

CANY

Caxton Associates (New York) New York $3.18B AUM 54.49% 1-Year Est. Return

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

Lehman & Derafelo Financial Resources's IBB Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources reduced its iShares Biotechnology ETF (IBB) stake by 8.8% in Q4 2022, selling an estimated $90.7K and leaving 7,318 shares worth $961K. The position accounts for 0.29% of the portfolio, ranked #46.

Lehman & Derafelo Financial Resources first reported a position in IBB in Q4 2018 and has held it in 17 quarters since. The position peaked at $1.4M in Q2 2021. 902 funds tracked by Wall St. Rank hold IBB as of Q4 2022.

Lehman & Derafelo Financial Resources held 7,318 shares of iShares Biotechnology ETF worth $961K as of Q4 2022.
Lehman & Derafelo Financial Resources sold 702 iShares Biotechnology ETF shares in Q4 2022, an estimated $90.7K.
iShares Biotechnology ETF made up 0.29% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #46 holding.
Lehman & Derafelo Financial Resources first reported a position in iShares Biotechnology ETF in Q4 2018 and has held it in 17 quarters since.
Lehman & Derafelo Financial Resources's iShares Biotechnology ETF position peaked at $1.4M in Q2 2021.
902 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.