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Ulrich Consultants & Investment Group’s iShares Biotechnology ETF IBB Stock Holding History

Ulrich Consultants & Investment Group’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
Q2 		$258K Hold
2,030
– – 0.62% 20
2023
Q1 		$262K Hold
2,030
– – 0.55% 20
2022
Q4 		$266K Sell
2,030
-242
-11% -$31.3K 0.6% 18
2022
Q3 		$266K Hold
2,272
– – 0.21% 48
2022
Q2 		$267K Buy
+2,272
New +$270K 0.15% 68

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Ulrich Consultants & Investment Group's IBB Position: Q2 2023 in Review

Ulrich Consultants & Investment Group held its iShares Biotechnology ETF (IBB) position steady in Q2 2023 at 2,030 shares worth $258K. The position accounts for 0.62% of the portfolio, ranked #20.

Ulrich Consultants & Investment Group first reported a position in IBB in Q2 2022 and has held it in 5 quarters since. The position peaked at $267K in Q2 2022. 843 funds tracked by Wall St. Rank hold IBB as of Q2 2023.

  • Ulrich Consultants & Investment Group held 2,030 shares of iShares Biotechnology ETF worth $258K as of Q2 2023.
  • Ulrich Consultants & Investment Group left its iShares Biotechnology ETF share count unchanged in Q2 2023.
  • iShares Biotechnology ETF made up 0.62% of Ulrich Consultants & Investment Group's portfolio in Q2 2023, its #20 holding.
  • Ulrich Consultants & Investment Group first reported a position in iShares Biotechnology ETF in Q2 2022 and has held it in 5 quarters since.
  • Ulrich Consultants & Investment Group's iShares Biotechnology ETF position peaked at $267K in Q2 2022.
  • 843 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2023.

Based on Ulrich Consultants & Investment Group's 13F filing for Q2 2023, filed 7 Aug 2023.