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Sheaff Brock Investment Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Sheaff Brock Investment 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
-1,430
Closed -$218K – 553
2021
Q4 		$218K Sell
1,430
-100
-7% -$15.5K 0.01% 470
2021
Q3 		$248K Buy
1,530
+1
+0.1% +$168 0.02% 429
2021
Q2 		$250K Sell
1,529
-50
-3% -$7.7K 0.02% 412
2021
Q1 		$238K Sell
1,579
-115
-7% -$18.3K 0.02% 406
2020
Q4 		$257K Hold
1,694
– – 0.02% 369
2020
Q3 		$229K Sell
1,694
-375
-18% -$50.9K 0.02% 359
2020
Q2 		$283K Buy
+2,069
New +$264K 0.03% 315
2020
Q1 		– Sell
-2,818
Closed -$340K – 450
2019
Q4 		$340K Sell
2,818
-295
-9% -$32.9K 0.03% 315
2019
Q3 		$310K Sell
3,113
-230
-7% -$24.1K 0.03% 328
2019
Q2 		$365K Sell
3,343
-24
-0.7% -$2.55K 0.04% 304
2019
Q1 		$376K Buy
3,367
+70
+2% +$7.68K 0.05% 309
2018
Q4 		$318K Hold
3,297
– – 0.05% 310
2018
Q3 		$402K Sell
3,297
-55
-2% -$6.48K 0.04% 304
2018
Q2 		$368K Hold
3,352
– – 0.04% 320
2018
Q1 		$358K Sell
3,352
-40
-1% -$4.43K 0.04% 320
2017
Q4 		$362K Sell
3,392
-199
-6% -$21.3K 0.05% 312
2017
Q3 		$399K Sell
3,591
-117
-3% -$12.5K 0.05% 301
2017
Q2 		$383K Sell
3,708
-2,118
-36% -$209K 0.05% 332
2017
Q1 		$570K Buy
5,826
+1,704
+41% +$163K 0.07% 260
2016
Q4 		$365K Buy
4,122
+1,899
+85% +$173K 0.05% 345
2016
Q3 		$215K Sell
2,223
-1,209
-35% -$115K 0.03% 454
2016
Q2 		$294K Sell
3,432
-300
-8% -$26.9K 0.04% 381
2016
Q1 		$324K Sell
3,732
-1,050
-22% -$93.9K 0.04% 368
2015
Q4 		$539K Buy
+4,782
New +$519K 0.06% 305

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sheaff Brock Investment Advisors's IBB Position: Q1 2022 in Review

Sheaff Brock Investment Advisors sold out of iShares Biotechnology ETF (IBB) in Q1 2022, closing a stake of 1,430 shares — an estimated $218K sold.

Sheaff Brock Investment Advisors first reported a position in IBB in Q4 2015 and held it in 24 quarters. The position peaked at $570K in Q1 2017. 897 funds tracked by Wall St. Rank hold IBB as of Q1 2022.

  • Sheaff Brock Investment Advisors reported no remaining iShares Biotechnology ETF position as of Q1 2022 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 1,430 iShares Biotechnology ETF shares in Q1 2022, an estimated $218K.
  • Sheaff Brock Investment Advisors first reported a position in iShares Biotechnology ETF in Q4 2015 and held it in 24 quarters.
  • Sheaff Brock Investment Advisors's iShares Biotechnology ETF position peaked at $570K in Q1 2017.
  • 897 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2022.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2022, filed 6 May 2022.