Principle Wealth Partners’s iShares Biotechnology ETF IBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $643K | Sell |
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2025
Q1 | $660K | Sell |
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|
2024
Q4 | $754K | Sell |
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|
2024
Q3 | $878K | Sell |
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|
2024
Q2 | $853K | Sell |
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|
2024
Q1 | $873K | Sell |
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|
2023
Q4 | $880K | Sell |
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|
2023
Q3 | $814K | Sell |
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|
2023
Q2 | $863K | Hold |
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|
2023
Q1 | $878K | Hold |
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|
2022
Q4 | $893K | Sell |
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|
2022
Q3 | $804 | Sell |
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|
2022
Q2 | $883K | Sell |
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|
2022
Q1 | $1.11M | Sell |
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|
2021
Q4 | $1.4M | Buy |
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|
2021
Q3 | $1.34M | Buy |
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|
2021
Q2 | $1.23M | Buy |
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|
2021
Q1 | $1.07M | Sell |
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|
2020
Q4 | $1.09M | Buy |
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|
2020
Q3 | $306K | Buy |
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|
2020
Q2 | $297K | Buy |
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|
2020
Q1 | $232K | Hold |
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|
2019
Q4 | $259K | Hold |
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|
2019
Q3 | $214K | Hold |
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|
2019
Q2 | $235K | Hold |
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|
2019
Q1 | $241K | Buy |
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