Tyler-Stone Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $698K | Hold |
5,518
| – | – | 0.11% | 167 |
|
|
2025
Q1 | $706K | Sell |
5,518
-231
| -4% | -$29.5K | 0.13% | 150 |
|
|
2024
Q4 | $760K | Buy |
5,749
+2
| +0% | +$264 | 0.14% | 137 |
|
|
2024
Q3 | $837K | Buy |
5,747
+3,226
| +128% | +$470K | 0.16% | 126 |
|
|
2024
Q2 | $346K | Buy |
2,521
+163
| +7% | +$22.4K | 0.14% | 129 |
|
|
2024
Q1 | $324K | Sell |
2,358
-191
| -7% | -$26.2K | 0.14% | 134 |
|
|
2023
Q4 | $346K | Buy |
2,549
+815
| +47% | +$111K | 0.17% | 113 |
|
|
2023
Q3 | $212K | Hold |
1,734
| – | – | 0.12% | 150 |
|
|
2023
Q2 | $220K | Buy |
+1,734
| New | +$220K | 0.12% | 146 |
|
|
2022
Q4 | $228K | Buy |
1,734
+71
| +4% | +$9.34K | 0.16% | 134 |
|
|
2022
Q3 | $195K | Hold |
1,663
| – | – | 0.15% | 132 |
|
|
2022
Q2 | $196K | Buy |
1,663
+1
| +0.1% | +$118 | 0.13% | 150 |
|
|
2022
Q1 | $217K | Sell |
1,662
-45
| -3% | -$5.88K | 0.12% | 156 |
|
|
2021
Q4 | $260K | Buy |
+1,707
| New | +$260K | 0.14% | 155 |
|