Sargent Bickham Lagudis’s iShares Biotechnology ETF IBB Stock Holding History

Sargent Bickham Lagudis’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	$63.4K	Hold	483	–	–	0.01%	398
2022 Q3	$56K	Sell	483 -47	-9%	-$5.84K	0.01%	391
2022 Q2	$62K	Sell	530 -2	-0.4%	-$237	0.01%	381
2022 Q1	$69K	Hold	532	–	–	0.01%	393
2021 Q4	$81K	Hold	532	–	–	0.01%	368
2021 Q3	$86K	Hold	532	–	–	0.01%	356
2021 Q2	$87K	Hold	532	–	–	0.01%	360
2021 Q1	$80K	Hold	532	–	–	0.01%	360
2020 Q4	$81K	Hold	532	–	–	0.01%	355
2020 Q3	$72K	Sell	532 -75	-12%	-$10.2K	0.01%	338
2020 Q2	$83K	Hold	607	–	–	0.01%	296
2020 Q1	$65K	Sell	607 -155	-20%	-$17.8K	0.01%	304
2019 Q4	$92K	Hold	762	–	–	0.01%	290
2019 Q3	$76K	Hold	762	–	–	0.01%	286
2019 Q2	$83K	Sell	762 -300	-28%	-$31.9K	0.01%	301
2019 Q1	$119K	Hold	1,062	–	–	0.01%	263
2018 Q4	$102K	Sell	1,062 -309	-23%	-$32.8K	0.01%	268
2018 Q3	$167K	Sell	1,371 -444	-24%	-$52.3K	0.02%	223
2018 Q2	$199K	Hold	1,815	–	–	0.02%	200
2018 Q1	$194K	Buy	1,815 +63	+4%	+$6.98K	0.02%	209
2017 Q4	$187K	Sell	1,752 -153	-8%	-$16.4K	0.02%	226
2017 Q3	$212K	Sell	1,905 -6	-0.3%	-$641	0.03%	212
2017 Q2	$198K	Sell	1,911 -216	-10%	-$21.3K	0.03%	207
2017 Q1	$208K	Sell	2,127 -354	-14%	-$33.9K	0.03%	203
2016 Q4	$220K	Buy	2,481 +3	+0.1%	+$273	0.03%	191
2016 Q3	$239	Sell	2,478 -135	-5%	-$12.8K	0.04%	192
2016 Q2	$224K	Sell	2,613 -1,581	-38%	-$142K	0.03%	191
2016 Q1	$365K	Buy	+4,194	New	+$375K	0.06%	155

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

Sargent Bickham Lagudis's IBB Position: Q4 2022 in Review

Sargent Bickham Lagudis held its iShares Biotechnology ETF (IBB) position steady in Q4 2022 at 483 shares worth $63.4K. The position accounts for 0.01% of the portfolio, ranked #398.

Sargent Bickham Lagudis first reported a position in IBB in Q1 2016 and has held it in 28 quarters since. The position peaked at $365K in Q1 2016. 902 funds tracked by Wall St. Rank hold IBB as of Q4 2022.

Sargent Bickham Lagudis held 483 shares of iShares Biotechnology ETF worth $63.4K as of Q4 2022.
Sargent Bickham Lagudis left its iShares Biotechnology ETF share count unchanged in Q4 2022.
iShares Biotechnology ETF made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #398 holding.
Sargent Bickham Lagudis first reported a position in iShares Biotechnology ETF in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's iShares Biotechnology ETF position peaked at $365K in Q1 2016.
902 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.