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Oxford Financial Group’s iShares Biotechnology ETF IBB Stock Holding History

Oxford Financial Group’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
Q3 		– Sell
-691
Closed -$81K – 256
2022
Q2 		$81K Sell
691
-467
-40% -$55.4K 0.01% 210
2022
Q1 		$151K Hold
1,158
– – 0.02% 193
2021
Q4 		$177K Buy
1,158
+691
+148% +$107K 0.02% 203
2021
Q3 		$76K Buy
+467
New +$78.6K 0.01% 206

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Oxford Financial Group's IBB Position: Q3 2022 in Review

Oxford Financial Group sold out of iShares Biotechnology ETF (IBB) in Q3 2022, closing a stake of 691 shares — an estimated $81K sold.

Oxford Financial Group first reported a position in IBB in Q3 2021 and held it in 4 quarters. The position peaked at $177K in Q4 2021. 829 funds tracked by Wall St. Rank hold IBB as of Q3 2022.

  • Oxford Financial Group reported no remaining iShares Biotechnology ETF position as of Q3 2022 after selling out during the quarter.
  • Oxford Financial Group sold 691 iShares Biotechnology ETF shares in Q3 2022, an estimated $81K.
  • Oxford Financial Group first reported a position in iShares Biotechnology ETF in Q3 2021 and held it in 4 quarters.
  • Oxford Financial Group's iShares Biotechnology ETF position peaked at $177K in Q4 2021.
  • 829 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2022.

Based on Oxford Financial Group's 13F filing for Q3 2022, filed 2 Nov 2022.