Planned Solutions’s iBio IBIO Stock Holding History

Planned Solutions’s Portfolio IBIO Stock Details IBIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1	Closed	-$2	–	347
2024 Q3	$2	Buy	+1	New	+$2	﹤0.01%	657
2024 Q1	–	Sell	-1	Closed	-$1	–	291
2023 Q4	$1	Buy	+1	New	+$4	﹤0.01%	583

Other funds holding IBIO

LCM

Lynx1 Capital Management San Juan, Puerto Rico $866M AUM 231.68% 1-Year Est. Return

Ikarian Capital Dallas, Texas $928M AUM 596.14% 1-Year Est. Return

ACM

ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return

Opaleye Management Boston, Massachusetts $1.1B AUM 197.64% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Planned Solutions's IBIO Position: Q4 2024 in Review

Planned Solutions sold out of iBio (IBIO) in Q4 2024, closing a stake of 1 share — an estimated $2 sold.

Planned Solutions first reported a position in IBIO in Q4 2023 and held it in 2 quarters. The position peaked at $2 in Q3 2024. 30 funds tracked by Wall St. Rank hold IBIO as of Q4 2024.

Planned Solutions reported no remaining iBio position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 1 iBio share in Q4 2024, an estimated $2.
Planned Solutions first reported a position in iBio in Q4 2023 and held it in 2 quarters.
Planned Solutions's iBio position peaked at $2 in Q3 2024.
30 funds tracked by Wall St. Rank held iBio as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.