Peak Financial Management’s iShares Biotechnology ETF IBB Stock Holding History

Peak Financial 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
2022 Q1	–	Sell	-1,840	Closed	-$281K	–	79
2021 Q4	$281K	Sell	1,840 -75	-4%	-$11.6K	0.09%	63
2021 Q3	$310K	Hold	1,915	–	–	0.11%	55
2021 Q2	$313K	Sell	1,915 -15	-0.8%	-$2.31K	0.11%	52
2021 Q1	$291K	Sell	1,930 -300	-13%	-$47.6K	0.11%	56
2020 Q4	$338K	Buy	2,230 +450	+25%	+$64.3K	0.13%	49
2020 Q3	$241K	Hold	1,780	–	–	0.1%	54
2020 Q2	$243K	Buy	+1,780	New	+$227K	0.11%	51
2020 Q1	–	Sell	-1,780	Closed	-$215K	–	54
2019 Q4	$215K	Buy	+1,780	New	+$199K	0.09%	54
2016 Q4	–	Sell	-54,288	Closed	-$5.24M	–	43
2016 Q3	$5.24M	Sell	54,288 -4,233	-7%	-$403K	2.27%	19
2016 Q2	$5.02M	Buy	+58,521	New	+$5.25M	2.24%	18

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

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Peak Financial Management's IBB Position: Q1 2022 in Review

Peak Financial Management sold out of iShares Biotechnology ETF (IBB) in Q1 2022, closing a stake of 1,840 shares — an estimated $281K sold.

Peak Financial Management first reported a position in IBB in Q2 2016 and held it in 10 quarters. The position peaked at $5.24M in Q3 2016. 898 funds tracked by Wall St. Rank hold IBB as of Q1 2022.

Peak Financial Management reported no remaining iShares Biotechnology ETF position as of Q1 2022 after selling out during the quarter.
Peak Financial Management sold 1,840 iShares Biotechnology ETF shares in Q1 2022, an estimated $281K.
Peak Financial Management first reported a position in iShares Biotechnology ETF in Q2 2016 and held it in 10 quarters.
Peak Financial Management's iShares Biotechnology ETF position peaked at $5.24M in Q3 2016.
898 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2022.

Based on Peak Financial Management's 13F filing for Q1 2022, filed 20 Apr 2022.