Litman Gregory Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Litman Gregory 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
2021 Q2	–	Sell	-450	Closed	-$68K	–	116
2021 Q1	$68K	Hold	450	–	–	0.01%	89
2020 Q4	$68K	Hold	450	–	–	0.01%	89
2020 Q3	$61K	Hold	450	–	–	0.01%	92
2020 Q2	$62K	Hold	450	–	–	0.01%	86
2020 Q1	$48K	Buy	+450	New	+$51.8K	0.01%	83

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Litman Gregory Wealth Management's IBB Position: Q2 2021 in Review

Litman Gregory Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q2 2021, closing a stake of 450 shares — an estimated $68K sold.

Litman Gregory Wealth Management first reported a position in IBB in Q1 2020 and held it in 5 quarters. The position peaked at $68K in Q1 2021. 863 funds tracked by Wall St. Rank hold IBB as of Q2 2021.

Litman Gregory Wealth Management reported no remaining iShares Biotechnology ETF position as of Q2 2021 after selling out during the quarter.
Litman Gregory Wealth Management sold 450 iShares Biotechnology ETF shares in Q2 2021, an estimated $68K.
Litman Gregory Wealth Management first reported a position in iShares Biotechnology ETF in Q1 2020 and held it in 5 quarters.
Litman Gregory Wealth Management's iShares Biotechnology ETF position peaked at $68K in Q1 2021.
863 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2021.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2021, filed 27 Jul 2021.