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

Titus 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
2022
Q2 		$555K Hold
4,720
– – 0.28% 60
2022
Q1 		$615K Buy
4,720
+45
+1% +$5.86K 0.28% 61
2021
Q4 		$713K Buy
4,675
+88
+2% +$13.6K 0.32% 53
2021
Q3 		$744K Buy
4,587
+54
+1% +$9.09K 0.39% 43
2021
Q2 		$742K Buy
4,533
+91
+2% +$14K 0.4% 41
2021
Q1 		$669K Buy
4,442
+373
+9% +$59.2K 0.39% 45
2020
Q4 		$616K Buy
4,069
+359
+10% +$51.3K 0.38% 49
2020
Q3 		$502K Buy
3,710
+62
+2% +$8.41K 0.36% 54
2020
Q2 		$499K Buy
3,648
+73
+2% +$9.31K 0.39% 50
2020
Q1 		$385K Sell
3,575
-69
-2% -$7.94K 0.36% 53
2019
Q4 		$439K Sell
3,644
-958
-21% -$107K 0.44% 52
2019
Q3 		$458K Sell
4,602
-159
-3% -$16.6K 0.42% 48
2019
Q2 		$519K Sell
4,761
-238
-5% -$25.3K 0.51% 39
2019
Q1 		$559 Sell
4,999
-306
-6% -$33.6K 0.49% 40
2018
Q4 		$511 Sell
5,305
-1,403
-21% -$149K 0.44% 36
2018
Q3 		$8.18M Buy
6,708
+569
+9% +$67K 7.05% 3
2018
Q2 		$674K Sell
6,139
-138
-2% -$14.8K 0.72% 26
2018
Q1 		$670K Buy
6,277
+1,237
+25% +$137K 0.64% 28
2017
Q4 		$542K Buy
+5,040
New +$539K 0.61% 30

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Titus Wealth Management's IBB Position: Q2 2022 in Review

Titus Wealth Management held its iShares Biotechnology ETF (IBB) position steady in Q2 2022 at 4,720 shares worth $555K. The position accounts for 0.28% of the portfolio, ranked #60.

Titus Wealth Management first reported a position in IBB in Q4 2017 and has held it in 19 quarters since. The position peaked at $8.18M in Q3 2018. 858 funds tracked by Wall St. Rank hold IBB as of Q2 2022.

  • Titus Wealth Management held 4,720 shares of iShares Biotechnology ETF worth $555K as of Q2 2022.
  • Titus Wealth Management left its iShares Biotechnology ETF share count unchanged in Q2 2022.
  • iShares Biotechnology ETF made up 0.28% of Titus Wealth Management's portfolio in Q2 2022, its #60 holding.
  • Titus Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2017 and has held it in 19 quarters since.
  • Titus Wealth Management's iShares Biotechnology ETF position peaked at $8.18M in Q3 2018.
  • 858 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.