EVERGREEN CAPITAL MANAGEMENT LLC
Position in IBB — iShares Biotechnology ETF
CIK 1260824
Bellevue, WA
Position in IBB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,632,737
-$139,234 QoQ
Shares Held
27,437
-3.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in IBB Over Time
Shares Held
Position Value (USD)
All Filings in IBB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,632,737 | 27,437 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,771,971 | 28,275 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,700,058 | 25,629 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,242,324 | 25,629 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,677,508 | 28,753 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,103,269 | 31,036 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,911,816 | 33,735 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,767,588 | 34,734 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,885,306 | 35,602 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,433,024 | 62,076 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,190,250 | 66,974 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,420,368 | 66,323 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,449,905 | 65,422 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,697,926 | 58,633 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,862,370 | 33,023 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $505,691 | 4,299 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $529,408 | 4,063 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $545,769 | 3,576 | Shares | Sole | 2022-03-11 | |
| No filing history on record for this holder in this stock. | ||||||