Community Financial Services Group, LLC
Position in IBB — iShares Biotechnology ETF
CIK 1537319
NEWPORT, VT
Position in IBB
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$642,642
+$49,585 QoQ
Shares Held
3,806
+8.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
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 | $642,642 | 3,806 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $593,057 | 3,514 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $507,315 | 3,514 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $458,472 | 3,624 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $463,509 | 3,624 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $518,791 | 3,924 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $571,333 | 3,924 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $538,607 | 3,924 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $538,450 | 3,924 | Shares | Sole | 2024-04-23 | |
| 2023-09-30 | $484,145 | 3,959 | Shares | Sole | 2023-11-07 | |
| 2021-12-31 | $677,937 | 4,442 | Shares | Sole | 2022-03-10 | |
| 2021-09-30 | $807,914 | 4,997 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $836,577 | 5,112 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $769,662 | 5,112 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $774,415 | 5,112 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $692,215 | 5,112 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $698,759 | 5,112 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $610,131 | 5,663 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||