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

Wealth Management Associates’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 Q1	–	Sell	-1,432	Closed	-$219K	–	193
2021 Q4	$219K	Hold	1,432	–	–	0.12%	181
2021 Q3	$232K	Buy	+1,432	New	+$241K	0.14%	168
2021 Q2	–	Sell	-1,342	Closed	-$202K	–	204
2021 Q1	$202K	Buy	+1,342	New	+$213K	0.13%	179
2020 Q4	–	Sell	-1,492	Closed	-$202K	–	180
2020 Q3	$202K	Sell	1,492 -78	-5%	-$10.6K	0.16%	150
2020 Q2	$215K	Buy	+1,570	New	+$200K	0.18%	130

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Management Associates's IBB Position: Q1 2022 in Review

Wealth Management Associates sold out of iShares Biotechnology ETF (IBB) in Q1 2022, closing a stake of 1,432 shares — an estimated $219K sold.

Wealth Management Associates first reported a position in IBB in Q2 2020 and held it in 5 quarters. The position peaked at $232K in Q3 2021. 897 funds tracked by Wall St. Rank hold IBB as of Q1 2022.

Wealth Management Associates reported no remaining iShares Biotechnology ETF position as of Q1 2022 after selling out during the quarter.
Wealth Management Associates sold 1,432 iShares Biotechnology ETF shares in Q1 2022, an estimated $219K.
Wealth Management Associates first reported a position in iShares Biotechnology ETF in Q2 2020 and held it in 5 quarters.
Wealth Management Associates's iShares Biotechnology ETF position peaked at $232K in Q3 2021.
897 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2022.

Based on Wealth Management Associates's 13F filing for Q1 2022, filed 28 May 2025.