Sterling Investment Advisors (Pennsylvania)’s iShares Biotechnology ETF IBB Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 Q3	–	Sell	-90	Closed	-$11K	–	277
2022 Q2	$11K	Hold	90	–	–	﹤0.01%	393
2022 Q1	$12K	Hold	90	–	–	﹤0.01%	415
2021 Q4	$14K	Hold	90	–	–	﹤0.01%	404
2021 Q3	$15K	Hold	90	–	–	﹤0.01%	399
2021 Q2	$15K	Hold	90	–	–	﹤0.01%	389
2021 Q1	$14K	Hold	90	–	–	﹤0.01%	378
2020 Q4	$14K	Hold	90	–	–	﹤0.01%	335
2020 Q3	$12K	Hold	90	–	–	﹤0.01%	337
2020 Q2	$12K	Hold	90	–	–	0.01%	330
2020 Q1	$9K	Sell	90 -115	-56%	-$13.2K	﹤0.01%	322
2019 Q4	$24K	Hold	205	–	–	0.01%	281
2019 Q3	$20K	Hold	205	–	–	0.01%	291
2019 Q2	$22K	Sell	205 -1,085	-84%	-$115K	0.01%	285
2019 Q1	$144K	Hold	1,290	–	–	0.07%	130
2018 Q4	$124K	Sell	1,290 -53	-4%	-$5.63K	0.07%	132
2018 Q3	$164K	Buy	1,343 +53	+4%	+$6.24K	0.09%	124
2018 Q2	$141K	Hold	1,290	–	–	0.08%	125
2018 Q1	$138K	Hold	1,290	–	–	0.08%	119
2017 Q4	$138K	Hold	1,290	–	–	0.09%	123
2017 Q3	$143K	Hold	1,290	–	–	0.09%	116
2017 Q2	$133K	Hold	1,290	–	–	0.09%	120
2017 Q1	$126K	Hold	1,290	–	–	0.09%	113
2016 Q4	$114K	Buy	+1,290	New	+$117K	0.09%	110

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s IBB Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of iShares Biotechnology ETF (IBB) in Q3 2022, closing a stake of 90 shares — an estimated $11K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in IBB in Q4 2016 and held it in 23 quarters. The position peaked at $164K in Q3 2018. 830 funds tracked by Wall St. Rank hold IBB as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining iShares Biotechnology ETF position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 90 iShares Biotechnology ETF shares in Q3 2022, an estimated $11K.
Sterling Investment Advisors (Pennsylvania) first reported a position in iShares Biotechnology ETF in Q4 2016 and held it in 23 quarters.
Sterling Investment Advisors (Pennsylvania)'s iShares Biotechnology ETF position peaked at $164K in Q3 2018.
830 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.