Simplicity Solutions’s iShares Biotechnology ETF IBB Stock Holding History

Simplicity Solutions’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
2020 Q4	–	Sell	-6,529	Closed	-$884K	–	956
2020 Q3	$884K	Sell	6,529 -256	-4%	-$34.7K	0.02%	511
2020 Q2	$927K	Sell	6,785 -44,455	-87%	-$5.67M	0.02%	493
2020 Q1	$5.52M	Buy	51,240 +43,941	+602%	+$5.06M	0.17%	109
2019 Q4	$880K	Buy	7,299 +2,794	+62%	+$312K	0.03%	416
2019 Q3	$448K	Buy	4,505 +2,106	+88%	+$220K	0.02%	448
2019 Q2	$262K	Sell	2,399 -3,416	-59%	-$363K	0.01%	541
2019 Q1	$650K	Sell	5,815 -3,408	-37%	-$374K	0.04%	338
2018 Q4	$890K	Buy	9,223 +5,267	+133%	+$559K	0.12%	203
2018 Q3	$482K	Buy	3,956 +1,870	+90%	+$220K	0.03%	270
2018 Q2	$230K	Buy	2,086 +181	+10%	+$19.4K	0.02%	440
2018 Q1	$203K	Buy	+1,905	New	+$211K	0.02%	345
2017 Q3	–	Sell	-2,799	Closed	-$289K	–	277
2017 Q2	$289K	Buy	2,799 +588	+27%	+$57.9K	0.03%	326
2017 Q1	$216K	Buy	+2,211	New	+$212K	0.03%	371

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

Goldman Sachs New York $871B AUM 31.28% 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Simplicity Solutions's IBB Position: Q4 2020 in Review

Simplicity Solutions sold out of iShares Biotechnology ETF (IBB) in Q4 2020, closing a stake of 6,529 shares — an estimated $884K sold.

Simplicity Solutions first reported a position in IBB in Q1 2017 and held it in 13 quarters. The position peaked at $5.52M in Q1 2020. 856 funds tracked by Wall St. Rank hold IBB as of Q4 2020.

Simplicity Solutions reported no remaining iShares Biotechnology ETF position as of Q4 2020 after selling out during the quarter.
Simplicity Solutions sold 6,529 iShares Biotechnology ETF shares in Q4 2020, an estimated $884K.
Simplicity Solutions first reported a position in iShares Biotechnology ETF in Q1 2017 and held it in 13 quarters.
Simplicity Solutions's iShares Biotechnology ETF position peaked at $5.52M in Q1 2020.
856 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2020.

Based on Simplicity Solutions's 13F filing for Q4 2020, filed 9 Feb 2021.