Sanford Advisory Services’s iShares Biotechnology ETF IBB Stock Holding History

Sanford Advisory Services’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
2022 Q4	$389K	Sell	2,962 -459	-13%	-$59.3K	0.09%	95
2022 Q3	$400K	Sell	3,421 -722	-17%	-$89.7K	0.11%	74
2022 Q2	$487K	Buy	4,143 +445	+12%	+$52.8K	0.14%	67
2022 Q1	$482K	Hold	3,698	–	–	0.13%	66
2021 Q4	$565K	Buy	3,698 +52	+1%	+$8.05K	0.13%	59
2021 Q3	$589K	Buy	3,646 +228	+7%	+$38.4K	0.15%	60
2021 Q2	$559K	Buy	3,418 +309	+10%	+$47.6K	0.14%	57
2021 Q1	$467K	Buy	3,109 +1,215	+64%	+$193K	0.13%	62
2020 Q4	$287K	Buy	+1,894	New	+$271K	0.09%	80

Other funds holding IBB

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

CANY

Caxton Associates (New York) New York $3.18B AUM 54.49% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Sanford Advisory Services's IBB Position: Q4 2022 in Review

Sanford Advisory Services reduced its iShares Biotechnology ETF (IBB) stake by 13% in Q4 2022, selling an estimated $59.3K and leaving 2,962 shares worth $389K. The position accounts for 0.09% of the portfolio, ranked #95.

Sanford Advisory Services first reported a position in IBB in Q4 2020 and has held it in 9 quarters since. The position peaked at $589K in Q3 2021. 902 funds tracked by Wall St. Rank hold IBB as of Q4 2022.

Sanford Advisory Services held 2,962 shares of iShares Biotechnology ETF worth $389K as of Q4 2022.
Sanford Advisory Services sold 459 iShares Biotechnology ETF shares in Q4 2022, an estimated $59.3K.
iShares Biotechnology ETF made up 0.09% of Sanford Advisory Services's portfolio in Q4 2022, its #95 holding.
Sanford Advisory Services first reported a position in iShares Biotechnology ETF in Q4 2020 and has held it in 9 quarters since.
Sanford Advisory Services's iShares Biotechnology ETF position peaked at $589K in Q3 2021.
902 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.