Teamwork Financial Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Teamwork Financial Advisors’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 Q4	–	Sell	-1,916	Closed	-$234K	–	202
2023 Q3	$234K	Sell	1,916 -243	-11%	-$30.9K	0.04%	181
2023 Q2	$274K	Sell	2,159 -113	-5%	-$14.7K	0.04%	160
2023 Q1	$293K	Buy	2,272 +392	+21%	+$51.3K	0.05%	157
2022 Q4	$247K	Sell	1,880 -5,052	-73%	-$653K	0.05%	171
2022 Q3	$811K	Buy	+6,932	New	+$861K	0.17%	85
2020 Q3	–	Sell	-7,828	Closed	-$1.07M	–	192
2020 Q2	$1.07M	Buy	+7,828	New	+$998K	0.38%	63

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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

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

Teamwork Financial Advisors's IBB Position: Q4 2023 in Review

Teamwork Financial Advisors sold out of iShares Biotechnology ETF (IBB) in Q4 2023, closing a stake of 1,916 shares — an estimated $234K sold.

Teamwork Financial Advisors first reported a position in IBB in Q2 2020 and held it in 6 quarters. The position peaked at $1.07M in Q2 2020. 872 funds tracked by Wall St. Rank hold IBB as of Q4 2023.

Teamwork Financial Advisors reported no remaining iShares Biotechnology ETF position as of Q4 2023 after selling out during the quarter.
Teamwork Financial Advisors sold 1,916 iShares Biotechnology ETF shares in Q4 2023, an estimated $234K.
Teamwork Financial Advisors first reported a position in iShares Biotechnology ETF in Q2 2020 and held it in 6 quarters.
Teamwork Financial Advisors's iShares Biotechnology ETF position peaked at $1.07M in Q2 2020.
872 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2023.

Based on Teamwork Financial Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.