TRUE Private Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History

TRUE Private Wealth 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 Q1	–	Sell	-5,853	Closed	-$768K	–	243
2022 Q4	$768K	Buy	5,853 +1,649	+39%	+$213K	0.12%	87
2022 Q3	$491K	Buy	+4,204	New	+$522K	0.07%	109
2021 Q1	–	Sell	-162	Closed	-$24K	–	449
2020 Q4	$24K	Buy	162 +12	+8%	+$1.72K	﹤0.01%	428
2020 Q3	$20K	Hold	150	–	–	﹤0.01%	413
2020 Q2	$20K	Sell	150 -52	-26%	-$6.63K	﹤0.01%	411
2020 Q1	$21K	Sell	202 -4	-2%	-$461	﹤0.01%	379
2019 Q4	$24K	Buy	+206	New	+$23K	﹤0.01%	463
2019 Q3	–	Sell	-56	Closed	-$6K	–	455
2019 Q2	$6K	Buy	+56	New	+$5.96K	﹤0.01%	607
2018 Q4	–	Sell	-3,640	Closed	-$444K	–	557
2018 Q3	$444K	Buy	3,640 +483	+15%	+$56.9K	0.06%	177
2018 Q2	$347K	Sell	3,157 -290	-8%	-$31K	0.05%	196
2018 Q1	$367K	Buy	3,447 +306	+10%	+$33.9K	0.06%	163
2017 Q4	$335K	Buy	+3,141	New	+$336K	0.06%	172

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

TRUE Private Wealth Advisors's IBB Position: Q1 2023 in Review

TRUE Private Wealth Advisors sold out of iShares Biotechnology ETF (IBB) in Q1 2023, closing a stake of 5,853 shares — an estimated $768K sold.

TRUE Private Wealth Advisors first reported a position in IBB in Q4 2017 and held it in 12 quarters. The position peaked at $768K in Q4 2022. 866 funds tracked by Wall St. Rank hold IBB as of Q1 2023.

TRUE Private Wealth Advisors reported no remaining iShares Biotechnology ETF position as of Q1 2023 after selling out during the quarter.
TRUE Private Wealth Advisors sold 5,853 iShares Biotechnology ETF shares in Q1 2023, an estimated $768K.
TRUE Private Wealth Advisors first reported a position in iShares Biotechnology ETF in Q4 2017 and held it in 12 quarters.
TRUE Private Wealth Advisors's iShares Biotechnology ETF position peaked at $768K in Q4 2022.
866 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2023.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.