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Planned Solutions’s iShares Biotechnology ETF IBB Stock Holding History

Planned Solutions’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
2021
Q1 		– Sell
-164
Closed -$25K – 218
2020
Q4 		$25K Hold
164
– – 0.02% 264
2020
Q3 		$22K Buy
+164
New +$22.2K 0.02% 210

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Planned Solutions's IBB Position: Q1 2021 in Review

Planned Solutions sold out of iShares Biotechnology ETF (IBB) in Q1 2021, closing a stake of 164 shares — an estimated $25K sold.

Planned Solutions first reported a position in IBB in Q3 2020 and held it in 2 quarters. The position peaked at $25K in Q4 2020. 845 funds tracked by Wall St. Rank hold IBB as of Q1 2021.

  • Planned Solutions reported no remaining iShares Biotechnology ETF position as of Q1 2021 after selling out during the quarter.
  • Planned Solutions sold 164 iShares Biotechnology ETF shares in Q1 2021, an estimated $25K.
  • Planned Solutions first reported a position in iShares Biotechnology ETF in Q3 2020 and held it in 2 quarters.
  • Planned Solutions's iShares Biotechnology ETF position peaked at $25K in Q4 2020.
  • 845 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.