MSWM
IBB icon

Mader & Shannon Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Mader & Shannon 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
2018
Q3 		– Sell
-34,593
Closed -$3.8M – 21
2018
Q2 		$3.8M Buy
+34,593
New +$3.7M 4.59% 6
2017
Q4 		– Sell
-69,270
Closed -$7.7M – 28
2017
Q3 		$7.7M Buy
+69,270
New +$7.4M 4.95% 7

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DFO
Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mader & Shannon Wealth Management's IBB Position: Q3 2018 in Review

Mader & Shannon Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q3 2018, closing a stake of 34,593 shares — an estimated $3.8M sold.

Mader & Shannon Wealth Management first reported a position in IBB in Q3 2017 and held it in 2 quarters. The position peaked at $7.7M in Q3 2017. 631 funds tracked by Wall St. Rank hold IBB as of Q3 2018.

  • Mader & Shannon Wealth Management reported no remaining iShares Biotechnology ETF position as of Q3 2018 after selling out during the quarter.
  • Mader & Shannon Wealth Management sold 34,593 iShares Biotechnology ETF shares in Q3 2018, an estimated $3.8M.
  • Mader & Shannon Wealth Management first reported a position in iShares Biotechnology ETF in Q3 2017 and held it in 2 quarters.
  • Mader & Shannon Wealth Management's iShares Biotechnology ETF position peaked at $7.7M in Q3 2017.
  • 631 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2018.

Based on Mader & Shannon Wealth Management's 13F filing for Q3 2018, filed 14 Nov 2018.