RWB
IBBJ

RMR Wealth Builders’s Defiance Nasdaq Junior Biotechnology ETF IBBJ Stock Holding History

RMR Wealth Builders’s Portfolio IBBJ Stock Details IBBJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,500
Closed -$50K – 786
2021
Q1 		$50K Buy
1,500
+1,100
+275% +$39.9K 0.01% 368
2020
Q4 		$14K Buy
+400
New +$12.3K 0.01% 387

Other funds holding IBBJ

TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $660M AUM 26.32% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RMR Wealth Builders's IBBJ Position: Q2 2021 in Review

RMR Wealth Builders sold out of Defiance Nasdaq Junior Biotechnology ETF (IBBJ) in Q2 2021, closing a stake of 1,500 shares — an estimated $50K sold.

RMR Wealth Builders first reported a position in IBBJ in Q4 2020 and held it in 2 quarters. The position peaked at $50K in Q1 2021. 8 funds tracked by Wall St. Rank hold IBBJ as of Q2 2021.

  • RMR Wealth Builders reported no remaining Defiance Nasdaq Junior Biotechnology ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 1,500 Defiance Nasdaq Junior Biotechnology ETF shares in Q2 2021, an estimated $50K.
  • RMR Wealth Builders first reported a position in Defiance Nasdaq Junior Biotechnology ETF in Q4 2020 and held it in 2 quarters.
  • RMR Wealth Builders's Defiance Nasdaq Junior Biotechnology ETF position peaked at $50K in Q1 2021.
  • 8 funds tracked by Wall St. Rank held Defiance Nasdaq Junior Biotechnology ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.