GRIMES & Co WEALTH MANAGEMENT, LLC
Position in IBB — iShares Biotechnology ETF
CIK 1321993
WESTBOROUGH, MA
Position in IBB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$2,529,541
-$404,694 QoQ
Shares Held
14,981
-13.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBB Over Time
Shares Held
Position Value (USD)
All Filings in IBB
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,529,541 | 14,981 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,934,235 | 17,386 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,562,856 | 17,752 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,297,801 | 18,163 | Shares | Sole | 2025-07-22 | |
| 2024-12-31 | $3,461,522 | 26,182 | Shares | Sole | 2025-01-21 | |
| 2022-09-30 | $243,276 | 2,080 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $244,435 | 2,078 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $270,763 | 2,078 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $421,231 | 2,760 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $416,002 | 2,573 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $408,306 | 2,495 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $370,377 | 2,460 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $385,239 | 2,543 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||