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Meridian Financial’s iShares Biotechnology ETF IBB Stock Holding History

Meridian Financial’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
Q2 		– Sell
-1,650
Closed -$215K – 93
2022
Q1 		$215K Hold
1,650
– – 0.22% 89
2021
Q4 		$252K Buy
+1,650
New +$255K 0.24% 81

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Meridian Financial's IBB Position: Q2 2022 in Review

Meridian Financial sold out of iShares Biotechnology ETF (IBB) in Q2 2022, closing a stake of 1,650 shares — an estimated $215K sold.

Meridian Financial first reported a position in IBB in Q4 2021 and held it in 2 quarters. The position peaked at $252K in Q4 2021. 858 funds tracked by Wall St. Rank hold IBB as of Q2 2022.

  • Meridian Financial reported no remaining iShares Biotechnology ETF position as of Q2 2022 after selling out during the quarter.
  • Meridian Financial sold 1,650 iShares Biotechnology ETF shares in Q2 2022, an estimated $215K.
  • Meridian Financial first reported a position in iShares Biotechnology ETF in Q4 2021 and held it in 2 quarters.
  • Meridian Financial's iShares Biotechnology ETF position peaked at $252K in Q4 2021.
  • 858 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2022.

Based on Meridian Financial's 13F filing for Q2 2022, filed 13 Aug 2024.