SFI Advisors’s iShares Biotechnology ETF IBB Stock Holding History

SFI 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
2024 Q1	–	Sell	-4,149	Closed	-$564K	–	86
2023 Q4	$564K	Buy	+4,149	New	+$506K	0.48%	45

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

SFI Advisors's IBB Position: Q1 2024 in Review

SFI Advisors sold out of iShares Biotechnology ETF (IBB) in Q1 2024, closing a stake of 4,149 shares — an estimated $564K sold.

SFI Advisors first reported a position in IBB in Q4 2023 and held it in 1 quarter. The position peaked at $564K in Q4 2023. 899 funds tracked by Wall St. Rank hold IBB as of Q1 2024.

SFI Advisors reported no remaining iShares Biotechnology ETF position as of Q1 2024 after selling out during the quarter.
SFI Advisors sold 4,149 iShares Biotechnology ETF shares in Q1 2024, an estimated $564K.
SFI Advisors first reported a position in iShares Biotechnology ETF in Q4 2023 and held it in 1 quarter.
SFI Advisors's iShares Biotechnology ETF position peaked at $564K in Q4 2023.
899 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2024.

Based on SFI Advisors's 13F filing for Q1 2024, filed 13 May 2024.