Stumpf Capital Management’s iShares Biotechnology ETF IBB Stock Holding History

Stumpf Capital Management’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	$34K	Buy	+249	New	+$33.8K	0.06%	21
2019 Q1	–	Sell	-249	Closed	-$24K	–	19
2018 Q4	$24K	Hold	249	–	–	0.03%	23
2018 Q3	$30K	Hold	249	–	–	0.03%	23
2018 Q2	$27K	Hold	249	–	–	0.03%	24
2018 Q1	$27K	Hold	249	–	–	0.03%	23
2017 Q4	$27K	Buy	+249	New	+$26.6K	0.02%	22

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Stumpf Capital Management's IBB Position: Q3 2020 in Review

Stumpf Capital Management opened a new position in iShares Biotechnology ETF (IBB) in Q3 2020: 249 shares worth $34K. The stake represents 0.06% of the portfolio and ranks #21 among its holdings. This is a return to the name: Stumpf Capital Management previously reported a position in IBB as recently as Q4 2018.

Stumpf Capital Management first reported a position in IBB in Q4 2017 and has held it in 6 quarters since. 784 funds tracked by Wall St. Rank hold IBB as of Q3 2020.

Stumpf Capital Management held 249 shares of iShares Biotechnology ETF worth $34K as of Q3 2020.
iShares Biotechnology ETF was a new Stumpf Capital Management position in Q3 2020.
iShares Biotechnology ETF made up 0.06% of Stumpf Capital Management's portfolio in Q3 2020, its #21 holding.
Stumpf Capital Management first reported a position in iShares Biotechnology ETF in Q4 2017 and has held it in 6 quarters since.
784 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2020.

Based on Stumpf Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.