Mine & Arao Wealth Creation & Management’s iShares Biotechnology ETF IBB Stock Holding History

Mine & Arao Wealth Creation & 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
2024 Q2	–	Sell	-904	Closed	-$124K	–	203
2024 Q1	$124K	Hold	904	–	–	0.06%	92
2023 Q4	$123K	Buy	904 +2	+0.2%	+$244	0.07%	90
2023 Q3	$110K	Hold	902	–	–	0.07%	91
2023 Q2	$115K	Sell	902 -150	-14%	-$19.5K	0.07%	95
2023 Q1	$136K	Hold	1,052	–	–	0.09%	82
2022 Q4	$138K	Buy	1,052 +1	+0.1%	+$129	0.1%	77
2022 Q3	$123K	Hold	1,051	–	–	0.09%	81
2022 Q2	$124K	Hold	1,051	–	–	0.09%	87
2022 Q1	$137K	Buy	1,051 +1	+0.1%	+$130	0.08%	88
2021 Q4	$160K	Hold	1,050	–	–	0.09%	84
2021 Q3	$170K	Sell	1,050 -150	-13%	-$25.2K	0.1%	76
2021 Q2	$196K	Hold	1,200	–	–	0.12%	70
2021 Q1	$181K	Hold	1,200	–	–	0.12%	73
2020 Q4	$182K	Hold	1,200	–	–	0.13%	65
2020 Q3	$162K	Hold	1,200	–	–	0.13%	62
2020 Q2	$164K	Hold	1,200	–	–	0.15%	59
2020 Q1	$129K	Hold	1,200	–	–	0.15%	60
2019 Q4	$145K	Buy	+1,200	New	+$134K	0.14%	67

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

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

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

Mine & Arao Wealth Creation & Management's IBB Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of iShares Biotechnology ETF (IBB) in Q2 2024, closing a stake of 904 shares — an estimated $124K sold.

Mine & Arao Wealth Creation & Management first reported a position in IBB in Q4 2019 and held it in 18 quarters. The position peaked at $196K in Q2 2021. 894 funds tracked by Wall St. Rank hold IBB as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining iShares Biotechnology ETF position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 904 iShares Biotechnology ETF shares in Q2 2024, an estimated $124K.
Mine & Arao Wealth Creation & Management first reported a position in iShares Biotechnology ETF in Q4 2019 and held it in 18 quarters.
Mine & Arao Wealth Creation & Management's iShares Biotechnology ETF position peaked at $196K in Q2 2021.
894 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.