APPLETON PARTNERS INC/MA

Position in IBB — iShares Biotechnology ETF

CIK 1055290 BOSTON, MA

Position in IBB

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$12,496,588

+$24,485 QoQ

Shares Held

74,010

+0.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.24%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$12,496,588	74,010	+0.1%	Shares	Sole	2026-04-28
2025-12-31	$12,472,103	73,900	-0.0%	Shares	Sole	2026-01-09
2025-09-30	$10,670,819	73,913	+0.0%	Shares	Sole	2025-11-05
2025-06-30	$9,348,329	73,894	-5.7%	Shares	Sole	2025-07-22
2025-03-31	$10,025,057	78,382	+3.4%	Shares	Sole	2025-04-22
2024-12-31	$10,021,914	75,803	+0.1%	Shares	Sole	2025-01-28
2024-09-30	$11,021,774	75,699	+2.8%	Shares	Sole	2024-10-01
2024-06-30	$10,111,532	73,667	+1.0%	Shares	Sole	2024-07-02
2024-03-31	$10,007,729	72,932	+1.2%	Shares	Sole	2024-04-01
2023-12-31	$9,789,622	72,062	+3.1%	Shares	Sole	2024-01-02
2023-09-30	$8,551,250	69,926	+8.2%	Shares	Sole	2023-10-03
2023-06-30	$8,203,901	64,618	+3.6%	Shares	Sole	2023-07-10
2023-03-31	$8,053,642	62,354	+8.3%	Shares	Sole	2023-04-10
2022-12-31	$7,555,870	57,551	+1.1%	Shares	Sole	2023-01-19
2022-09-30	$6,657,831	56,924	-2.2%	Shares	Sole	2022-10-27
2022-06-30	$6,845,007	58,191	-4.4%	Shares	Sole	2022-07-08
2022-03-31	$7,935,400	60,901	-2.0%	Shares	Sole	2022-04-05
2021-12-31	$9,481,975	62,128	+1.4%	Shares	Sole	2022-02-03
2021-09-30	$9,906,942	61,275	+2.6%	Shares	Sole	2021-10-14
2021-06-30	$9,771,377	59,709	+8.6%	Shares	Sole	2021-07-07
2021-03-31	$8,281,251	55,003	+8.0%	Shares	Sole	2021-04-19
2020-12-31	$7,717,506	50,944	+0.6%	Shares	Sole	2021-01-19
2020-09-30	$6,854,589	50,621	-0.3%	Shares	Sole	2020-10-14
2020-06-30	$6,939,477	50,768	-1.6%	Shares	Sole	2020-08-14
2020-03-31	$5,561,107	51,616	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.