Wealthstreet Investment Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Wealthstreet Investment Advisors’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	$91K	Hold	700	–	–	2.45%	13
2021 Q4	$107K	Hold	700	–	–	2.64%	12
2021 Q3	$113K	Sell	700 -1,680	-71%	-$283K	3.12%	12
2021 Q2	$390K	Sell	2,380 -43,546	-95%	-$6.71M	2.02%	16
2021 Q1	$6.91M	Buy	45,926 +31	+0.1%	+$4.92K	0.67%	34
2020 Q4	$6.95M	Sell	45,895 -2,144	-4%	-$306K	0.7%	36
2020 Q3	$6.5M	Sell	48,039 -652	-1%	-$88.5K	0.73%	33
2020 Q2	$6.66M	Sell	48,691 -1,338	-3%	-$171K	0.82%	33
2020 Q1	$5.39M	Buy	50,029 +2,403	+5%	+$277K	0.8%	33
2019 Q4	$5.74M	Buy	47,626 +5,613	+13%	+$626K	0.67%	40
2019 Q3	$4.51M	Sell	42,013 -1,494	-3%	-$156K	0.58%	49
2019 Q2	$4.75M	Buy	43,507 +3,236	+8%	+$344K	0.61%	45
2019 Q1	$4.5M	Buy	40,271 +87	+0.2%	+$9.54K	0.59%	49
2018 Q4	$4.31M	Sell	40,184 -6,776	-14%	-$719K	0.6%	48
2018 Q3	$5.73M	Buy	46,960 +1,473	+3%	+$173K	0.71%	39
2018 Q2	$5M	Buy	45,487 +805	+2%	+$86.1K	0.66%	41
2018 Q1	$4.77M	Buy	44,682 +745	+2%	+$82.6K	0.6%	40
2017 Q4	$4.69M	Buy	+43,937	New	+$4.7M	0.57%	47

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthstreet Investment Advisors's IBB Position: Q1 2022 in Review

Wealthstreet Investment Advisors held its iShares Biotechnology ETF (IBB) position steady in Q1 2022 at 700 shares worth $91K. The position accounts for 2.45% of the portfolio, ranked #13.

Wealthstreet Investment Advisors first reported a position in IBB in Q4 2017 and has held it in 18 quarters since. The position peaked at $6.95M in Q4 2020. 897 funds tracked by Wall St. Rank hold IBB as of Q1 2022.

Wealthstreet Investment Advisors held 700 shares of iShares Biotechnology ETF worth $91K as of Q1 2022.
Wealthstreet Investment Advisors left its iShares Biotechnology ETF share count unchanged in Q1 2022.
iShares Biotechnology ETF made up 2.45% of Wealthstreet Investment Advisors's portfolio in Q1 2022, its #13 holding.
Wealthstreet Investment Advisors first reported a position in iShares Biotechnology ETF in Q4 2017 and has held it in 18 quarters since.
Wealthstreet Investment Advisors's iShares Biotechnology ETF position peaked at $6.95M in Q4 2020.
897 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2022.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.