Triangle Securities Wealth Management

Broker-Dealer

Position in IBB — iShares Biotechnology ETF

CIK 1541353 RALEIGH, NC

Position in IBB

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$485,950

+$230 QoQ

Shares Held

2,878

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$485,950	2,878	0.0%	Shares	Sole	2026-04-20
2025-12-31	$485,720	2,878	-5.2%	Shares	Sole	2026-01-13
2025-09-30	$438,307	3,036	-3.5%	Shares	Sole	2025-10-15
2025-06-30	$398,000	3,146	+1.6%	Shares	Sole	2025-07-10
2025-03-31	$395,978	3,096	-3.1%	Shares	Sole	2025-04-10
2024-12-31	$422,543	3,196	-4.4%	Shares	Sole	2025-01-15
2024-09-30	$486,886	3,344	+6.4%	Shares	Sole	2024-11-14
2024-06-30	$431,545	3,144	0.0%	Shares	Sole	2024-07-10
2024-03-31	$431,419	3,144	0.0%	Shares	Sole	2024-04-10
2023-12-31	$427,112	3,144	-4.1%	Shares	Sole	2024-01-10
2023-09-30	$400,988	3,279	-0.1%	Shares	Sole	2023-10-10
2023-06-30	$416,682	3,282	0.0%	Shares	Sole	2023-07-13
2023-03-31	$423,903	3,282	-3.5%	Shares	Sole	2023-04-20
2022-12-31	$446,648	3,402	0.0%	Shares	Sole	2023-01-11
2022-09-30	$397,897	3,402	-3.8%	Shares	Sole	2022-10-19
2022-06-30	$416,057	3,537	+33.8%	Shares	Sole	2022-07-11
2022-03-31	$344,382	2,643	-38.0%	Shares	Sole	2022-04-13
2021-12-31	$650,924	4,265	+25.8%	Shares	Sole	2022-01-14
2021-09-30	$547,933	3,389	0.0%	Shares	Sole	2021-10-14
2021-06-30	$554,609	3,389	+11.4%	Shares	Sole	2021-07-12
2021-03-31	$458,003	3,042	+19.7%	Shares	Sole	2021-04-12
2020-12-31	$385,087	2,542	+32.6%	Shares	Sole	2021-01-11
2020-09-30	$259,580	1,917	-7.3%	Shares	Sole	2020-10-09
2020-06-30	$282,538	2,067	+3.8%	Shares	Sole	2020-07-08
2020-03-31	$214,618	1,992	—	Shares	Sole	2020-04-06
No filing history on record for this holder in this stock.