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Lighthouse Financial Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Lighthouse Financial Advisors’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
2020
Q4 		– Sell
-4,230
Closed -$572K – 112
2020
Q3 		$572K Buy
4,230
+839
+25% +$114K 0.22% 66
2020
Q2 		$457K Buy
+3,391
New +$432K 0.19% 69
2020
Q1 		– Sell
-378
Closed -$45K – 157
2019
Q4 		$45K Buy
+378
New +$42.2K 0.02% 130

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Lighthouse Financial Advisors's IBB Position: Q4 2020 in Review

Lighthouse Financial Advisors sold out of iShares Biotechnology ETF (IBB) in Q4 2020, closing a stake of 4,230 shares — an estimated $572K sold.

Lighthouse Financial Advisors first reported a position in IBB in Q4 2019 and held it in 3 quarters. The position peaked at $572K in Q3 2020. 856 funds tracked by Wall St. Rank hold IBB as of Q4 2020.

  • Lighthouse Financial Advisors reported no remaining iShares Biotechnology ETF position as of Q4 2020 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 4,230 iShares Biotechnology ETF shares in Q4 2020, an estimated $572K.
  • Lighthouse Financial Advisors first reported a position in iShares Biotechnology ETF in Q4 2019 and held it in 3 quarters.
  • Lighthouse Financial Advisors's iShares Biotechnology ETF position peaked at $572K in Q3 2020.
  • 856 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q4 2020, filed 25 Jan 2021.