MBM Wealth Consultants’s iShares Biotechnology ETF IBB Stock Holding History

MBM Wealth Consultants’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
2022 Q3	–	Sell	-543	Closed	-$64K	–	272
2022 Q2	$64K	Hold	543	–	–	0.03%	145
2022 Q1	$71K	Hold	543	–	–	0.03%	164
2021 Q4	$83K	Hold	543	–	–	0.03%	130
2021 Q3	$88K	Hold	543	–	–	0.04%	134
2021 Q2	$89K	Hold	543	–	–	0.04%	125
2021 Q1	$82K	Hold	543	–	–	0.04%	122
2020 Q4	$82K	Hold	543	–	–	0.04%	116
2020 Q3	$74K	Hold	543	–	–	0.05%	112
2020 Q2	$74K	Hold	543	–	–	0.05%	100
2020 Q1	$59K	Hold	543	–	–	0.05%	100
2019 Q4	$65K	Sell	543 -60	-10%	-$6.69K	0.05%	109
2019 Q3	$60K	Hold	603	–	–	0.05%	111
2019 Q2	$66K	Hold	603	–	–	0.05%	113
2019 Q1	$67K	Hold	603	–	–	0.06%	111
2018 Q4	$58K	Buy	+603	New	+$64K	0.06%	124

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

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

MBM Wealth Consultants's IBB Position: Q3 2022 in Review

MBM Wealth Consultants sold out of iShares Biotechnology ETF (IBB) in Q3 2022, closing a stake of 543 shares — an estimated $64K sold.

MBM Wealth Consultants first reported a position in IBB in Q4 2018 and held it in 15 quarters. The position peaked at $89K in Q2 2021. 829 funds tracked by Wall St. Rank hold IBB as of Q3 2022.

MBM Wealth Consultants reported no remaining iShares Biotechnology ETF position as of Q3 2022 after selling out during the quarter.
MBM Wealth Consultants sold 543 iShares Biotechnology ETF shares in Q3 2022, an estimated $64K.
MBM Wealth Consultants first reported a position in iShares Biotechnology ETF in Q4 2018 and held it in 15 quarters.
MBM Wealth Consultants's iShares Biotechnology ETF position peaked at $89K in Q2 2021.
829 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2022.

Based on MBM Wealth Consultants's 13F filing for Q3 2022, filed 24 Oct 2022.