Sugarloaf Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

Sugarloaf Wealth 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
2023 Q1	–	Sell	-119	Closed	-$15.7K	–	743
2022 Q4	$15.7K	Sell	119 -19	-14%	-$2.46K	﹤0.01%	440
2022 Q3	$17K	Hold	138	–	–	﹤0.01%	441
2022 Q2	$16K	Buy	138 +1	+0.7%	+$119	﹤0.01%	449
2022 Q1	$18K	Sell	137 -1	-0.7%	-$130	﹤0.01%	421
2021 Q4	$21K	Hold	138	–	–	0.01%	422
2021 Q3	$22K	Sell	138 -250	-64%	-$42.1K	0.01%	406
2021 Q2	$63K	Sell	388 -702	-64%	-$108K	0.02%	245
2021 Q1	$96	Buy	1,090 +940	+627%	+$149K	0.03%	190
2020 Q4	$23K	Buy	150 +70	+88%	+$10K	0.01%	354
2020 Q3	$11K	Hold	80	–	–	﹤0.01%	445
2020 Q2	$11K	Buy	+80	New	+$10.2K	﹤0.01%	434

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

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

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

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

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Sugarloaf Wealth Management's IBB Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of iShares Biotechnology ETF (IBB) in Q1 2023, closing a stake of 119 shares — an estimated $15.7K sold.

Sugarloaf Wealth Management first reported a position in IBB in Q2 2020 and held it in 11 quarters. The position peaked at $63K in Q2 2021. 866 funds tracked by Wall St. Rank hold IBB as of Q1 2023.

Sugarloaf Wealth Management reported no remaining iShares Biotechnology ETF position as of Q1 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 119 iShares Biotechnology ETF shares in Q1 2023, an estimated $15.7K.
Sugarloaf Wealth Management first reported a position in iShares Biotechnology ETF in Q2 2020 and held it in 11 quarters.
Sugarloaf Wealth Management's iShares Biotechnology ETF position peaked at $63K in Q2 2021.
866 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.