FORBES J M & CO LLP

Position in IBB — iShares Biotechnology ETF

CIK 1067532 Boston, MA

Position in IBB

as of Mar 31, 2026 · filed Apr 16, 2026 Compact

Position Value

$7,376,549

+$1,300 QoQ

Shares Held

43,687

-0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,376,549	43,687	-0.0%	Shares	Sole	2026-04-16
2025-12-31	$7,375,249	43,700	+1.1%	Shares	Sole	2026-01-21
2025-09-30	$6,239,238	43,217	+1.1%	Shares	Sole	2025-10-28
2025-06-30	$5,405,898	42,731	-0.6%	Shares	Sole	2025-07-18
2025-03-31	$5,498,037	42,987	+4.2%	Shares	Sole	2025-05-06
2024-12-31	$5,455,249	41,262	+0.9%	Shares	Sole	2025-01-28
2024-09-30	$5,956,496	40,910	-1.2%	Shares	Sole	2024-10-24
2024-06-30	$5,680,779	41,387	+1.9%	Shares	Sole	2024-07-30
2024-03-31	$5,571,543	40,603	-2.3%	Shares	Sole	2024-04-11
2023-12-31	$5,645,790	41,559	+1.7%	Shares	Sole	2024-02-08
2023-09-30	$4,997,013	40,862	+0.6%	Shares	Sole	2023-11-02
2023-06-30	$5,155,464	40,607	-31.9%	Shares	Sole	2023-08-03
2023-03-31	$7,699,485	59,612	+1.5%	Shares	Sole	2023-05-15
2022-12-31	$7,707,379	58,705	-0.4%	Shares	Sole	2023-02-14
2022-09-30	$6,890,581	58,914	+1.4%	Shares	Sole	2022-11-14
2022-06-30	$6,834,185	58,099	-0.0%	Shares	Sole	2022-07-22
2022-03-31	$7,573,948	58,127	-0.5%	Shares	Sole	2022-05-09
2021-12-31	$8,918,349	58,435	+0.3%	Shares	Sole	2022-02-11
2021-09-30	$9,423,842	58,287	+1.5%	Shares	Sole	2021-11-05
2021-06-30	$9,401,037	57,446	-0.1%	Shares	Sole	2021-08-03
2021-03-31	$8,660,060	57,519	+2.1%	Shares	Sole	2021-05-14
2020-12-31	$8,534,340	56,336	+0.4%	Shares	Sole	2021-02-11
2020-09-30	$7,599,480	56,122	-0.1%	Shares	Sole	2020-11-13
2020-06-30	$7,682,388	56,203	+0.2%	Shares	Sole	2020-08-10
2020-03-31	$6,044,860	56,106	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.