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Wellspring Financial Advisors’s iShares Biotechnology ETF IBB Stock Holding History

Wellspring Financial 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
Q2 		– Sell
-1,111
Closed -$145K – 116
2022
Q1 		$145K Buy
+1,111
New +$145K 0.04% 110

Other funds holding IBB

Bank of America
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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wellspring Financial Advisors's IBB Position: Q2 2022 in Review

Wellspring Financial Advisors sold out of iShares Biotechnology ETF (IBB) in Q2 2022, closing a stake of 1,111 shares — an estimated $145K sold.

Wellspring Financial Advisors first reported a position in IBB in Q1 2022 and held it in 1 quarter. The position peaked at $145K in Q1 2022. 858 funds tracked by Wall St. Rank hold IBB as of Q2 2022.

  • Wellspring Financial Advisors reported no remaining iShares Biotechnology ETF position as of Q2 2022 after selling out during the quarter.
  • Wellspring Financial Advisors sold 1,111 iShares Biotechnology ETF shares in Q2 2022, an estimated $145K.
  • Wellspring Financial Advisors first reported a position in iShares Biotechnology ETF in Q1 2022 and held it in 1 quarter.
  • Wellspring Financial Advisors's iShares Biotechnology ETF position peaked at $145K in Q1 2022.
  • 858 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2022.

Based on Wellspring Financial Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.