Neumann Capital Management’s iShares Biotechnology ETF IBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $323K | Hold |
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|
2025
Q2 | $283K | Hold |
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|
2025
Q1 | $286K | Hold |
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|
2024
Q4 | $296K | Hold |
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|
2024
Q3 | $326K | Hold |
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|
2024
Q2 | $307K | Hold |
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|
2024
Q1 | $307K | Hold |
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|
2023
Q4 | $304K | Hold |
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|
2023
Q3 | $274K | Buy |
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|
2023
Q2 | $261K | Hold |
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|
2023
Q1 | $266K | Hold |
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|
2022
Q4 | $270K | Hold |
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|
2022
Q3 | $241K | Hold |
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|
2022
Q2 | $242K | Hold |
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|
2022
Q1 | $268K | Sell |
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|
2021
Q4 | $436K | Sell |
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|
2021
Q3 | $591K | Hold |
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|
2021
Q2 | $599K | Hold |
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|
2021
Q1 | $551K | Hold |
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|
2020
Q4 | $554K | Hold |
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|
2020
Q3 | $495K | Hold |
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|
2020
Q2 | $500K | Hold |
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|
2020
Q1 | $394K | Buy |
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|
2019
Q4 | $326K | Sell |
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|
2019
Q3 | $364K | Hold |
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|
2019
Q2 | $399K | Sell |
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|
2019
Q1 | $420K | Hold |
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|
2018
Q4 | $362K | Sell |
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|
2018
Q3 | $477K | Hold |
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|
2018
Q2 | $429K | Hold |
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|
2018
Q1 | $417K | Sell |
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|
2017
Q4 | $478K | Sell |
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|
2017
Q3 | $498K | Hold |
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|
2017
Q2 | $463K | Hold |
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|
2017
Q1 | $438K | Sell |
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|
2016
Q4 | $717K | Hold |
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|
2016
Q3 | $782K | Hold |
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|
2016
Q2 | $696K | Hold |
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|
2016
Q1 | $705K | Hold |
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|
2015
Q4 | $915K | Hold |
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|
2015
Q3 | $820K | Hold |
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|
2015
Q2 | $997K | Hold |
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|
2015
Q1 | $928K | Hold |
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|
2014
Q4 | $820K | Buy |
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