Paul John Balson’s iShares Biotechnology ETF IBB Stock Holding History

Paul John Balson’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
2020 Q4	$612K	Buy	4,041 +2	+0%	+$286	0.13%	47
2020 Q3	$547K	Hold	4,039	–	–	0.14%	43
2020 Q2	$552K	Buy	4,039 +1,994	+98%	+$254K	0.21%	40
2020 Q1	$220K	Buy	+2,045	New	+$235K	0.12%	58

Other funds holding IBB

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Paul John Balson's IBB Position: Q4 2020 in Review

Paul John Balson increased its iShares Biotechnology ETF (IBB) stake by 0.05% in Q4 2020, buying an estimated $286 and bringing the position to 4,041 shares worth $612K. The position accounts for 0.13% of the portfolio, ranked #47.

Paul John Balson first reported a position in IBB in Q1 2020 and has held it in 4 quarters since. 856 funds tracked by Wall St. Rank hold IBB as of Q4 2020.

Paul John Balson held 4,041 shares of iShares Biotechnology ETF worth $612K as of Q4 2020.
Paul John Balson bought 2 iShares Biotechnology ETF shares in Q4 2020, an estimated $286.
iShares Biotechnology ETF made up 0.13% of Paul John Balson's portfolio in Q4 2020, its #47 holding.
Paul John Balson first reported a position in iShares Biotechnology ETF in Q1 2020 and has held it in 4 quarters since.
856 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.