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Wealth Quarterback’s iShares Biotechnology ETF IBB Stock Holding History

Wealth Quarterback’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
2021
Q3 		$28K Sell
168
-10
-6% -$1.68K 0.02% 314
2021
Q2 		$30K Buy
+178
New +$27.4K 0.02% 294
2020
Q2 		– Sell
-225
Closed -$24.3K – 401
2020
Q1 		$24.3K Hold
225
– – 0.02% 311
2019
Q4 		$27.1K Buy
+225
New +$25.1K 0.02% 313

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wealth Quarterback's IBB Position: Q3 2021 in Review

Wealth Quarterback reduced its iShares Biotechnology ETF (IBB) stake by 5.6% in Q3 2021, selling an estimated $1.68K and leaving 168 shares worth $28K. The position accounts for 0.02% of the portfolio, ranked #314.

Wealth Quarterback first reported a position in IBB in Q4 2019 and has held it in 4 quarters since. The position peaked at $30K in Q2 2021. 855 funds tracked by Wall St. Rank hold IBB as of Q3 2021.

  • Wealth Quarterback held 168 shares of iShares Biotechnology ETF worth $28K as of Q3 2021.
  • Wealth Quarterback sold 10 iShares Biotechnology ETF shares in Q3 2021, an estimated $1.68K.
  • iShares Biotechnology ETF made up 0.02% of Wealth Quarterback's portfolio in Q3 2021, its #314 holding.
  • Wealth Quarterback first reported a position in iShares Biotechnology ETF in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's iShares Biotechnology ETF position peaked at $30K in Q2 2021.
  • 855 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.