Sax Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Sax Wealth Advisors’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 Q1	–	Sell	-1,525	Closed	-$233K	–	180
2021 Q4	$233K	Hold	1,525	–	–	0.05%	161
2021 Q3	$247K	Hold	1,525	–	–	0.06%	145
2021 Q2	$250K	Hold	1,525	–	–	0.09%	132
2021 Q1	$230K	Buy	1,525 +125	+9%	+$19.9K	0.08%	129
2020 Q4	$212K	Buy	+1,400	New	+$200K	0.1%	120

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

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

Citigroup New York $235B AUM 32.99% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Sax Wealth Advisors's IBB Position: Q1 2022 in Review

Sax Wealth Advisors sold out of iShares Biotechnology ETF (IBB) in Q1 2022, closing a stake of 1,525 shares — an estimated $233K sold.

Sax Wealth Advisors first reported a position in IBB in Q4 2020 and held it in 5 quarters. The position peaked at $250K in Q2 2021. 897 funds tracked by Wall St. Rank hold IBB as of Q1 2022.

Sax Wealth Advisors reported no remaining iShares Biotechnology ETF position as of Q1 2022 after selling out during the quarter.
Sax Wealth Advisors sold 1,525 iShares Biotechnology ETF shares in Q1 2022, an estimated $233K.
Sax Wealth Advisors first reported a position in iShares Biotechnology ETF in Q4 2020 and held it in 5 quarters.
Sax Wealth Advisors's iShares Biotechnology ETF position peaked at $250K in Q2 2021.
897 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2022.

Based on Sax Wealth Advisors's 13F filing for Q1 2022, filed 20 Apr 2022.