WBH Advisory’s iShares Biotechnology ETF IBB Stock Holding History

WBH Advisory’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
2024 Q4	–	Sell	-1,618	Closed	-$236K	–	328
2024 Q3	$236K	Buy	1,618 +150	+10%	+$21.7K	0.02%	294
2024 Q2	$202K	Hold	1,468	–	–	0.02%	305
2024 Q1	$201K	Buy	+1,468	New	+$200K	0.02%	306
2022 Q3	$225K	Sell	1,924 -200	-9%	-$24.8K	0.03%	267
2022 Q2	$264K	Sell	2,124 -623	-23%	-$74K	0.04%	263
2022 Q1	$327K	Sell	2,747 -223	-8%	-$29K	0.04%	249
2021 Q4	$453K	Buy	2,970 +496	+20%	+$76.8K	0.05%	231
2021 Q3	$400K	Sell	2,474 -50	-2%	-$8.41K	0.05%	221
2021 Q2	$413K	Sell	2,524 -25	-1%	-$3.85K	0.06%	197
2021 Q1	$384K	Hold	2,549	–	–	0.06%	198
2020 Q4	$421K	Hold	2,549	–	–	0.07%	189
2020 Q3	$345K	Hold	2,549	–	–	0.07%	190
2020 Q2	$348K	Hold	2,549	–	–	0.08%	184
2020 Q1	$274	Buy	+2,549	New	+$293K	0.06%	182

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Goldman Sachs New York $871B AUM 31.28% 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

WBH Advisory's IBB Position: Q4 2024 in Review

WBH Advisory sold out of iShares Biotechnology ETF (IBB) in Q4 2024, closing a stake of 1,618 shares — an estimated $236K sold.

WBH Advisory first reported a position in IBB in Q1 2020 and held it in 14 quarters. The position peaked at $453K in Q4 2021. 874 funds tracked by Wall St. Rank hold IBB as of Q4 2024.

WBH Advisory reported no remaining iShares Biotechnology ETF position as of Q4 2024 after selling out during the quarter.
WBH Advisory sold 1,618 iShares Biotechnology ETF shares in Q4 2024, an estimated $236K.
WBH Advisory first reported a position in iShares Biotechnology ETF in Q1 2020 and held it in 14 quarters.
WBH Advisory's iShares Biotechnology ETF position peaked at $453K in Q4 2021.
874 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2024.

Based on WBH Advisory's 13F filing for Q4 2024, filed 31 Jan 2025.