Stratford Consulting’s iShares Biotechnology ETF IBB Stock Holding History

Stratford Consulting’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 Q1	$114K	Buy	1,054 +1	+0.1%	+$115	0.05%	62
2019 Q4	$127K	Buy	+1,053	New	+$117K	0.04%	63
2016 Q1	–	Sell	-1,830	Closed	-$206K	–	60
2015 Q4	$206K	Buy	+1,830	New	+$199K	0.11%	53
2015 Q3	–	Sell	-1,830	Closed	-$225K	–	53
2015 Q2	$225K	Hold	1,830	–	–	0.11%	49
2015 Q1	$209K	Buy	+1,830	New	+$202K	0.1%	50

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stratford Consulting's IBB Position: Q1 2020 in Review

Stratford Consulting increased its iShares Biotechnology ETF (IBB) stake by 0.09% in Q1 2020, buying an estimated $115 and bringing the position to 1,054 shares worth $114K. The position accounts for 0.05% of the portfolio, ranked #62.

Stratford Consulting first reported a position in IBB in Q1 2015 and has held it in 5 quarters since. The position peaked at $225K in Q2 2015. 666 funds tracked by Wall St. Rank hold IBB as of Q1 2020.

Stratford Consulting held 1,054 shares of iShares Biotechnology ETF worth $114K as of Q1 2020.
Stratford Consulting bought 1 iShares Biotechnology ETF share in Q1 2020, an estimated $115.
iShares Biotechnology ETF made up 0.05% of Stratford Consulting's portfolio in Q1 2020, its #62 holding.
Stratford Consulting first reported a position in iShares Biotechnology ETF in Q1 2015 and has held it in 5 quarters since.
Stratford Consulting's iShares Biotechnology ETF position peaked at $225K in Q2 2015.
666 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2020.

Based on Stratford Consulting's 13F filing for Q1 2020, filed 11 May 2020.