Lumature Wealth Partners’s iShares Biotechnology ETF IBB Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$149K	Hold	1,170	–	–	0.09%	171
2023 Q1	$151K	Hold	1,170	–	–	0.08%	166
2022 Q4	$154K	Hold	1,170	–	–	0.09%	163
2022 Q3	$137K	Hold	1,170	–	–	0.07%	180
2022 Q2	$138K	Hold	1,170	–	–	0.06%	194
2022 Q1	$152K	Sell	1,170 -240	-17%	-$31.3K	0.06%	192
2021 Q4	$215K	Hold	1,410	–	–	0.08%	139
2021 Q3	$228K	Hold	1,410	–	–	0.09%	134
2021 Q2	$231K	Hold	1,410	–	–	0.1%	126
2021 Q1	$212K	Hold	1,410	–	–	0.11%	117
2020 Q4	$214K	Buy	+1,410	New	+$202K	0.2%	114

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Lumature Wealth Partners's IBB Position: Q2 2023 in Review

Lumature Wealth Partners held its iShares Biotechnology ETF (IBB) position steady in Q2 2023 at 1,170 shares worth $149K. The position accounts for 0.09% of the portfolio, ranked #171.

Lumature Wealth Partners first reported a position in IBB in Q4 2020 and has held it in 11 quarters since. The position peaked at $231K in Q2 2021. 844 funds tracked by Wall St. Rank hold IBB as of Q2 2023.

Lumature Wealth Partners held 1,170 shares of iShares Biotechnology ETF worth $149K as of Q2 2023.
Lumature Wealth Partners left its iShares Biotechnology ETF share count unchanged in Q2 2023.
iShares Biotechnology ETF made up 0.09% of Lumature Wealth Partners's portfolio in Q2 2023, its #171 holding.
Lumature Wealth Partners first reported a position in iShares Biotechnology ETF in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's iShares Biotechnology ETF position peaked at $231K in Q2 2021.
844 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.