Mayflower Financial Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Mayflower Financial Advisors’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 Q1	–	Sell	-1,532	Closed	-$201K	–	361
2022 Q4	$201K	Buy	+1,532	New	+$198K	0.03%	327
2022 Q2	–	Sell	-1,737	Closed	-$226K	–	344
2022 Q1	$226K	Buy	1,737 +52	+3%	+$6.77K	0.03%	310
2021 Q4	$257K	Buy	1,685 +105	+7%	+$16.3K	0.03%	289
2021 Q3	$249K	Hold	1,580	–	–	0.03%	285
2021 Q2	$259K	Buy	1,580 +67	+4%	+$10.3K	0.04%	267
2021 Q1	$228K	Sell	1,513 -5	-0.3%	-$794	0.03%	266
2020 Q4	$230K	Buy	+1,518	New	+$217K	0.04%	241

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 $235B AUM 32.99% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mayflower Financial Advisors's IBB Position: Q1 2023 in Review

Mayflower Financial Advisors sold out of iShares Biotechnology ETF (IBB) in Q1 2023, closing a stake of 1,532 shares — an estimated $201K sold.

Mayflower Financial Advisors first reported a position in IBB in Q4 2020 and held it in 7 quarters. The position peaked at $259K in Q2 2021. 866 funds tracked by Wall St. Rank hold IBB as of Q1 2023.

Mayflower Financial Advisors reported no remaining iShares Biotechnology ETF position as of Q1 2023 after selling out during the quarter.
Mayflower Financial Advisors sold 1,532 iShares Biotechnology ETF shares in Q1 2023, an estimated $201K.
Mayflower Financial Advisors first reported a position in iShares Biotechnology ETF in Q4 2020 and held it in 7 quarters.
Mayflower Financial Advisors's iShares Biotechnology ETF position peaked at $259K in Q2 2021.
866 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2023.

Based on Mayflower Financial Advisors's 13F filing for Q1 2023, filed 12 Apr 2023.