&PARTNERS

Position in IBB — iShares Biotechnology ETF

CIK 107136 NASHVILLE, TN

Position in IBB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,824,911

+$511,399 QoQ

Shares Held

20,111

+2.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#70

of 294 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,824,911	20,111	+2.5%	Shares	Sole	2026-08-14
2026-03-31	$3,313,512	19,624	+2.1%	Shares	Sole	2026-05-15
2025-12-31	$3,242,240	19,211	+22.0%	Shares	Sole	2026-02-17
2025-09-30	$2,273,683	15,749	+3.6%	Shares	Sole	2025-11-14
2025-06-30	$1,924,090	15,209	+1.3%	Shares	Sole	2025-08-14
2025-03-31	$1,920,290	15,014	+9.0%	Shares	Sole	2025-05-15
2024-12-31	$1,821,457	13,777	+50.7%	Shares	Sole	2025-02-14
2024-09-30	$1,331,075	9,142	-13.6%	Shares	Sole	2024-11-14
2024-06-30	$1,452,210	10,580	+65.8%	Shares	Sole	2024-07-24
2024-03-31	$875,875	6,383	+12.7%	Shares	Sole	2024-04-11
2023-12-31	$769,318	5,663	-2.6%	Shares	Sole	2024-01-09
2023-09-30	$711,238	5,816	-14.7%	Shares	Sole	2023-10-06
2023-06-30	$865,994	6,821	+0.4%	Shares	Sole	2023-07-05
2023-03-31	$877,125	6,791	-1.0%	Shares	Sole	2023-04-06
2022-12-31	$900,780	6,861	-1.7%	Shares	Sole	2023-01-10
2022-09-30	$816,146	6,978	-1.0%	Shares	Sole	2022-10-11
2022-06-30	$829,056	7,048	0.0%	Shares	Sole	2022-07-06
2022-03-31	$918,354	7,048	0.0%	Shares	Sole	2022-04-26
2021-12-31	$1,075,665	7,048	0.0%	Shares	Sole	2022-01-12
2021-09-30	$1,139,520	7,048	0.0%	Shares	Sole	2021-10-07
2021-06-30	$1,153,405	7,048	0.0%	Shares	Sole	2021-07-12
2021-03-31	$1,061,146	7,048	+0.4%	Shares	Sole	2021-04-09
2020-12-31	$1,063,308	7,019	+2.6%	Shares	Sole	2021-01-11
2020-09-30	$926,610	6,843	-7.4%	Shares	Sole	2020-10-05
2020-06-30	$1,009,865	7,388	-3.5%	Shares	Sole	2020-07-07
2020-03-31	$824,857	7,656	—	Shares	Sole	2020-04-03
No filing history on record for this holder in this stock.