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Squar Milner Financial Services’s iShares Biotechnology ETF IBB Stock Holding History

Squar Milner Financial Services’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
2018
Q3 		– Sell
-48
Closed -$5K – 804
2018
Q2 		$5K Buy
+48
New +$5.13K ﹤0.01% 695

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
DFO
Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Squar Milner Financial Services's IBB Position: Q3 2018 in Review

Squar Milner Financial Services sold out of iShares Biotechnology ETF (IBB) in Q3 2018, closing a stake of 48 shares — an estimated $5K sold.

Squar Milner Financial Services first reported a position in IBB in Q2 2018 and held it in 1 quarter. The position peaked at $5K in Q2 2018. 631 funds tracked by Wall St. Rank hold IBB as of Q3 2018.

  • Squar Milner Financial Services reported no remaining iShares Biotechnology ETF position as of Q3 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 48 iShares Biotechnology ETF shares in Q3 2018, an estimated $5K.
  • Squar Milner Financial Services first reported a position in iShares Biotechnology ETF in Q2 2018 and held it in 1 quarter.
  • Squar Milner Financial Services's iShares Biotechnology ETF position peaked at $5K in Q2 2018.
  • 631 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.