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Milestone Asset Management’s iShares Biotechnology ETF IBB Stock Holding History

Milestone Asset Management’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
-2,581
Closed -$353K – 80
2022
Q4 		$353K Buy
+2,581
New +$334K 0.21% 41

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Milestone Asset Management's IBB Position: Q1 2023 in Review

Milestone Asset Management sold out of iShares Biotechnology ETF (IBB) in Q1 2023, closing a stake of 2,581 shares — an estimated $353K sold.

Milestone Asset Management first reported a position in IBB in Q4 2022 and held it in 1 quarter. The position peaked at $353K in Q4 2022. 866 funds tracked by Wall St. Rank hold IBB as of Q1 2023.

  • Milestone Asset Management reported no remaining iShares Biotechnology ETF position as of Q1 2023 after selling out during the quarter.
  • Milestone Asset Management sold 2,581 iShares Biotechnology ETF shares in Q1 2023, an estimated $353K.
  • Milestone Asset Management first reported a position in iShares Biotechnology ETF in Q4 2022 and held it in 1 quarter.
  • Milestone Asset Management's iShares Biotechnology ETF position peaked at $353K in Q4 2022.
  • 866 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2023.

Based on Milestone Asset Management's 13F filing for Q1 2023, filed 9 May 2023.