Retirement Group’s iShares Biotechnology ETF IBB Stock Holding History

Retirement Group’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
2024 Q1	$1.24K	Sell	9 -26	-74%	-$3.55K	﹤0.01%	701
2023 Q4	$4.75K	Hold	35	–	–	﹤0.01%	535
2023 Q3	$4.28K	Hold	35	–	–	﹤0.01%	502
2023 Q2	$4.44K	Hold	35	–	–	﹤0.01%	526
2023 Q1	$5K	Hold	35	–	–	﹤0.01%	486
2022 Q4	$5K	Buy	+35	New	+$4.52K	﹤0.01%	438
2022 Q3	–	Sell	-9	Closed	-$1K	–	630
2022 Q2	$1K	Hold	9	–	–	﹤0.01%	682
2022 Q1	$1K	Hold	9	–	–	﹤0.01%	684
2021 Q4	$1K	Hold	9	–	–	﹤0.01%	661
2021 Q3	$1K	Hold	9	–	–	﹤0.01%	576
2021 Q2	$1K	Hold	9	–	–	﹤0.01%	614
2021 Q1	$1K	Hold	9	–	–	﹤0.01%	678
2020 Q4	$1K	Hold	9	–	–	﹤0.01%	612
2020 Q3	$1K	Hold	9	–	–	﹤0.01%	609
2020 Q2	$1K	Buy	+9	New	+$1.15K	﹤0.01%	594
2019 Q4	$1K	Buy	+9	New	+$1K	﹤0.01%	597

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Retirement Group's IBB Position: Q1 2024 in Review

Retirement Group reduced its iShares Biotechnology ETF (IBB) stake by 74% in Q1 2024, selling an estimated $3.55K and leaving 9 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Retirement Group first reported a position in IBB in Q4 2019 and has held it in 16 quarters since. The position peaked at $5K in Q1 2023. 899 funds tracked by Wall St. Rank hold IBB as of Q1 2024.

Retirement Group held 9 shares of iShares Biotechnology ETF worth $1.24K as of Q1 2024.
Retirement Group sold 26 iShares Biotechnology ETF shares in Q1 2024, an estimated $3.55K.
iShares Biotechnology ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #701 holding.
Retirement Group first reported a position in iShares Biotechnology ETF in Q4 2019 and has held it in 16 quarters since.
Retirement Group's iShares Biotechnology ETF position peaked at $5K in Q1 2023.
899 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.