RFS
IBB icon

Retirement Financial Solutions’s iShares Biotechnology ETF IBB Stock Holding History

Retirement Financial 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
2023
Q1 		– Sell
-48
Closed -$6.3K – 117
2022
Q4 		$6.3K Buy
+48
New +$6.2K 0.01% 164

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Retirement Financial Solutions's IBB Position: Q1 2023 in Review

Retirement Financial Solutions sold out of iShares Biotechnology ETF (IBB) in Q1 2023, closing a stake of 48 shares — an estimated $6.3K sold.

Retirement Financial Solutions first reported a position in IBB in Q4 2022 and held it in 1 quarter. The position peaked at $6.3K in Q4 2022. 866 funds tracked by Wall St. Rank hold IBB as of Q1 2023.

  • Retirement Financial Solutions reported no remaining iShares Biotechnology ETF position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 48 iShares Biotechnology ETF shares in Q1 2023, an estimated $6.3K.
  • Retirement Financial Solutions first reported a position in iShares Biotechnology ETF in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's iShares Biotechnology ETF position peaked at $6.3K in Q4 2022.
  • 866 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.