Surevest’s iShares Biotechnology ETF IBB Stock Holding History

Surevest’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	–	Sell	-2,406	Closed	-$290K	–	117
2019 Q4	$290K	Sell	2,406 -882	-27%	-$98.4K	0.12%	120
2019 Q3	$327K	Sell	3,288 -1,081	-25%	-$113K	0.16%	108
2019 Q2	$477K	Sell	4,369 -7,787	-64%	-$828K	0.25%	104
2019 Q1	$1.36M	Sell	12,156 -1,254	-9%	-$138K	0.84%	38
2018 Q4	$1.29M	Buy	+13,410	New	+$1.42M	1.02%	35

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

Barclays London, United Kingdom $416B AUM 33.63% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Surevest's IBB Position: Q1 2020 in Review

Surevest sold out of iShares Biotechnology ETF (IBB) in Q1 2020, closing a stake of 2,406 shares — an estimated $290K sold.

Surevest first reported a position in IBB in Q4 2018 and held it in 5 quarters. The position peaked at $1.36M in Q1 2019. 668 funds tracked by Wall St. Rank hold IBB as of Q1 2020.

Surevest reported no remaining iShares Biotechnology ETF position as of Q1 2020 after selling out during the quarter.
Surevest sold 2,406 iShares Biotechnology ETF shares in Q1 2020, an estimated $290K.
Surevest first reported a position in iShares Biotechnology ETF in Q4 2018 and held it in 5 quarters.
Surevest's iShares Biotechnology ETF position peaked at $1.36M in Q1 2019.
668 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2020.

Based on Surevest's 13F filing for Q1 2020, filed 16 Apr 2020.