YorkBridge Wealth Partners’s iShares Biotechnology ETF IBB Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-581	Closed	-$63K	–	390
2019 Q2	$63K	Sell	581 -900	-61%	-$95.7K	0.03%	346
2019 Q1	$166K	Sell	1,481 -30	-2%	-$3.29K	0.08%	187
2018 Q4	$146K	Hold	1,511	–	–	0.08%	184
2018 Q3	$183K	Sell	1,511 -117	-7%	-$13.8K	0.08%	178
2018 Q2	$179K	Hold	1,628	–	–	0.08%	192
2018 Q1	$174K	Hold	1,628	–	–	0.08%	194
2017 Q4	$174K	Sell	1,628 -16	-1%	-$1.71K	0.08%	189
2017 Q3	$183K	Buy	1,644 +405	+33%	+$43.3K	0.09%	185
2017 Q2	$128K	Sell	1,239 -105	-8%	-$10.3K	0.07%	222
2017 Q1	$134K	Buy	1,344 +855	+175%	+$81.9K	0.07%	205
2016 Q4	$46K	Buy	+489	New	+$44.5K	0.03%	365

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

YorkBridge Wealth Partners's IBB Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of iShares Biotechnology ETF (IBB) in Q3 2019, closing a stake of 581 shares — an estimated $63K sold.

YorkBridge Wealth Partners first reported a position in IBB in Q4 2016 and held it in 11 quarters. The position peaked at $183K in Q3 2018. 597 funds tracked by Wall St. Rank hold IBB as of Q3 2019.

YorkBridge Wealth Partners reported no remaining iShares Biotechnology ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 581 iShares Biotechnology ETF shares in Q3 2019, an estimated $63K.
YorkBridge Wealth Partners first reported a position in iShares Biotechnology ETF in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's iShares Biotechnology ETF position peaked at $183K in Q3 2018.
597 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.