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NFP Retirement Inc’s iShares Biotechnology ETF IBB Stock Holding History

NFP Retirement Inc’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
Q2 		– Sell
-1,632
Closed -$211K – 238
2023
Q1 		$211K Sell
1,632
-500
-23% -$65.5K 0.04% 224
2022
Q4 		$280K Hold
2,132
– – 0.06% 196
2022
Q3 		$249K Hold
2,132
– – 0.06% 194
2022
Q2 		$251K Hold
2,132
– – 0.06% 196
2022
Q1 		$278K Buy
+2,132
New +$278K 0.07% 183

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Citigroup
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 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

NFP Retirement Inc's IBB Position: Q2 2023 in Review

NFP Retirement Inc sold out of iShares Biotechnology ETF (IBB) in Q2 2023, closing a stake of 1,632 shares — an estimated $211K sold.

NFP Retirement Inc first reported a position in IBB in Q1 2022 and held it in 5 quarters. The position peaked at $280K in Q4 2022. 843 funds tracked by Wall St. Rank hold IBB as of Q2 2023.

  • NFP Retirement Inc reported no remaining iShares Biotechnology ETF position as of Q2 2023 after selling out during the quarter.
  • NFP Retirement Inc sold 1,632 iShares Biotechnology ETF shares in Q2 2023, an estimated $211K.
  • NFP Retirement Inc first reported a position in iShares Biotechnology ETF in Q1 2022 and held it in 5 quarters.
  • NFP Retirement Inc's iShares Biotechnology ETF position peaked at $280K in Q4 2022.
  • 843 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2023.

Based on NFP Retirement Inc's 13F filing for Q2 2023, filed 13 Feb 2025.