PHILLIPS FINANCIAL MANAGEMENT, LLC
Position in IBB — iShares Biotechnology ETF
CIK 1350660
FORT WAYNE, IN
Position in IBB
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$20,430
+$9 QoQ
Shares Held
121
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBB Over Time
Shares Held
Position Value (USD)
All Filings in IBB
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,430 | 121 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $20,421 | 121 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $28,296 | 196 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $24,795 | 196 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $25,068 | 196 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $25,913 | 196 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $28,537 | 196 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $26,902 | 196 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $26,895 | 196 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $33,962 | 250 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $23,968 | 196 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $24,884 | 196 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $35,519 | 275 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $36,104 | 275 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $32,164 | 275 | Shares | Sole | 2022-11-08 | |
| No filing history on record for this holder in this stock. | ||||||