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Pinnacle Private Wealth’s iShares Biotechnology ETF IBB Stock Holding History

Pinnacle Private Wealth’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
Q2 		$2.13M Sell
18,143
-576
-3% -$68.4K 0.84% 22
2022
Q1 		$2.44M Sell
18,719
-525
-3% -$68.4K 0.76% 24
2021
Q4 		$2.94M Buy
+19,244
New +$2.98M 0.92% 18

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pinnacle Private Wealth's IBB Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its iShares Biotechnology ETF (IBB) stake by 3.1% in Q2 2022, selling an estimated $68.4K and leaving 18,143 shares worth $2.13M. The position accounts for 0.84% of the portfolio, ranked #22.

Pinnacle Private Wealth first reported a position in IBB in Q4 2021 and has held it in 3 quarters since. The position peaked at $2.94M in Q4 2021. 858 funds tracked by Wall St. Rank hold IBB as of Q2 2022.

  • Pinnacle Private Wealth held 18,143 shares of iShares Biotechnology ETF worth $2.13M as of Q2 2022.
  • Pinnacle Private Wealth sold 576 iShares Biotechnology ETF shares in Q2 2022, an estimated $68.4K.
  • iShares Biotechnology ETF made up 0.84% of Pinnacle Private Wealth's portfolio in Q2 2022, its #22 holding.
  • Pinnacle Private Wealth first reported a position in iShares Biotechnology ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's iShares Biotechnology ETF position peaked at $2.94M in Q4 2021.
  • 858 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.