Longer Investments’s iShares Biotechnology ETF IBB Stock Holding History

Longer Investments’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
2018 Q4	–	Sell	-23,637	Closed	-$2.88M	–	31
2018 Q3	$2.88M	Buy	23,637 +8,603	+57%	+$1.01M	2.77%	10
2018 Q2	$1.65M	Buy	+15,034	New	+$1.61M	1.6%	25
2018 Q1	–	Sell	-32,500	Closed	-$3.47M	–	38
2017 Q4	$3.47M	Buy	+32,500	New	+$3.47M	2.9%	8
2015 Q3	–	Sell	-21,066	Closed	-$2.59M	–	34
2015 Q2	$2.59M	Buy	+21,066	New	+$2.52M	2.28%	13

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Longer Investments's IBB Position: Q4 2018 in Review

Longer Investments sold out of iShares Biotechnology ETF (IBB) in Q4 2018, closing a stake of 23,637 shares — an estimated $2.88M sold.

Longer Investments first reported a position in IBB in Q2 2015 and held it in 4 quarters. The position peaked at $3.47M in Q4 2017. 649 funds tracked by Wall St. Rank hold IBB as of Q4 2018.

Longer Investments reported no remaining iShares Biotechnology ETF position as of Q4 2018 after selling out during the quarter.
Longer Investments sold 23,637 iShares Biotechnology ETF shares in Q4 2018, an estimated $2.88M.
Longer Investments first reported a position in iShares Biotechnology ETF in Q2 2015 and held it in 4 quarters.
Longer Investments's iShares Biotechnology ETF position peaked at $3.47M in Q4 2017.
649 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2018.

Based on Longer Investments's 13F filing for Q4 2018, filed 22 Jan 2019.