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Shepherd Kaplan Krochuk’s iShares Biotechnology ETF IBB Stock Holding History

Shepherd Kaplan Krochuk’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
2014
Q2 		– Sell
-3,000
Closed -$236K – 588
2014
Q1 		$236K Buy
+3,000
New +$250K 0.03% 409

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Shepherd Kaplan Krochuk's IBB Position: Q1 2021 in Review

Shepherd Kaplan Krochuk sold out of iShares Biotechnology ETF (IBB) in Q1 2021, closing a stake of 1,856 shares — an estimated $281K sold.

Shepherd Kaplan Krochuk first reported a position in IBB in Q4 2013 and held it in 12 quarters. The position peaked at $2.18M in Q3 2018. 845 funds tracked by Wall St. Rank hold IBB as of Q1 2021.

  • Shepherd Kaplan Krochuk reported no remaining iShares Biotechnology ETF position as of Q1 2021 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 1,856 iShares Biotechnology ETF shares in Q1 2021, an estimated $281K.
  • Shepherd Kaplan Krochuk first reported a position in iShares Biotechnology ETF in Q4 2013 and held it in 12 quarters.
  • Shepherd Kaplan Krochuk's iShares Biotechnology ETF position peaked at $2.18M in Q3 2018.
  • 845 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2021.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2021, filed 17 May 2021.