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Mark Sheptoff Financial Planning’s iShares Biotechnology ETF IBB Stock Holding History

Mark Sheptoff Financial Planning’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
2019
Q4 		– Sell
-8
Closed -$1K – 370
2019
Q3 		$1K Hold
8
– – ﹤0.01% 346
2019
Q2 		$1K Hold
8
– – ﹤0.01% 337
2019
Q1 		$1K Buy
+8
New +$877 ﹤0.01% 340
2016
Q2 		– Sell
-525
Closed -$46K – 361
2016
Q1 		$46K Hold
525
– – 0.04% 158
2015
Q4 		$59K Hold
525
– – 0.05% 157
2015
Q3 		$53K Hold
525
– – 0.05% 155
2015
Q2 		$65K Hold
525
– – 0.05% 156
2015
Q1 		$60K Hold
525
– – 0.05% 156
2014
Q4 		$53K Hold
525
– – 0.05% 162
2014
Q3 		$48K Buy
+525
New +$46.1K 0.04% 173

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return