Meristem Family Wealth’s iShares Biotechnology ETF IBB Stock Holding History

Meristem Family Wealth’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 Q1	$267K	Sell	2,046 -1,485	-42%	-$193K	0.03%	278
2021 Q4	$539K	Sell	3,531 -950	-21%	-$147K	0.05%	214
2021 Q3	$724K	Buy	4,481 +285	+7%	+$48K	0.07%	174
2021 Q2	$687K	Buy	+4,196	New	+$646K	0.11%	131

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Meristem Family Wealth's IBB Position: Q1 2022 in Review

Meristem Family Wealth reduced its iShares Biotechnology ETF (IBB) stake by 42% in Q1 2022, selling an estimated $193K and leaving 2,046 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #278.

Meristem Family Wealth first reported a position in IBB in Q2 2021 and has held it in 4 quarters since. The position peaked at $724K in Q3 2021. 898 funds tracked by Wall St. Rank hold IBB as of Q1 2022.

Meristem Family Wealth held 2,046 shares of iShares Biotechnology ETF worth $267K as of Q1 2022.
Meristem Family Wealth sold 1,485 iShares Biotechnology ETF shares in Q1 2022, an estimated $193K.
iShares Biotechnology ETF made up 0.03% of Meristem Family Wealth's portfolio in Q1 2022, its #278 holding.
Meristem Family Wealth first reported a position in iShares Biotechnology ETF in Q2 2021 and has held it in 4 quarters since.
Meristem Family Wealth's iShares Biotechnology ETF position peaked at $724K in Q3 2021.
898 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.