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Stearns Financial Services Group’s iShares Biotechnology ETF IBB Stock Holding History

Stearns Financial Services Group’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
Q3 		$164K Buy
1,214
+20
+2% +$2.71K 0.03% 147
2020
Q2 		$163K Hold
1,194
– – 0.03% 136
2020
Q1 		$129K Sell
1,194
-980
-45% -$113K 0.02% 138
2019
Q4 		$262K Hold
2,174
– – 0.04% 115
2019
Q3 		$216K Buy
+2,174
New +$228K 0.04% 121

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stearns Financial Services Group's IBB Position: Q3 2020 in Review

Stearns Financial Services Group increased its iShares Biotechnology ETF (IBB) stake by 1.7% in Q3 2020, buying an estimated $2.71K and bringing the position to 1,214 shares worth $164K. The position accounts for 0.03% of the portfolio, ranked #147.

Stearns Financial Services Group first reported a position in IBB in Q3 2019 and has held it in 5 quarters since. The position peaked at $262K in Q4 2019. 783 funds tracked by Wall St. Rank hold IBB as of Q3 2020.

  • Stearns Financial Services Group held 1,214 shares of iShares Biotechnology ETF worth $164K as of Q3 2020.
  • Stearns Financial Services Group bought 20 iShares Biotechnology ETF shares in Q3 2020, an estimated $2.71K.
  • iShares Biotechnology ETF made up 0.03% of Stearns Financial Services Group's portfolio in Q3 2020, its #147 holding.
  • Stearns Financial Services Group first reported a position in iShares Biotechnology ETF in Q3 2019 and has held it in 5 quarters since.
  • Stearns Financial Services Group's iShares Biotechnology ETF position peaked at $262K in Q4 2019.
  • 783 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.