Dynamic Advisor Solutions LLC

Position in IBB — iShares Biotechnology ETF

CIK 1599747 PHOENIX, AZ

Position in IBB

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$530,864

+$93,244 QoQ

Shares Held

3,144

+21.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$530,864	3,144	+21.2%	Shares	Sole	2026-04-08
2025-12-31	$437,620	2,593	-11.8%	Shares	Sole	2026-01-09
2025-09-30	$424,447	2,940	-1.4%	Shares	Sole	2025-10-09
2025-06-30	$377,252	2,982	-47.3%	Shares	Sole	2025-07-09
2025-03-31	$724,169	5,662	+2.8%	Shares	Sole	2025-04-17
2024-12-31	$728,080	5,507	+41.0%	Shares	Sole	2025-01-21
2024-09-30	$568,859	3,907	-18.2%	Shares	Sole	2024-10-07
2024-06-30	$655,279	4,774	-4.6%	Shares	Sole	2024-07-15
2024-03-31	$686,374	5,002	-13.0%	Shares	Sole	2024-04-12
2023-12-31	$780,865	5,748	+10.1%	Shares	Sole	2024-01-10
2023-09-30	$638,353	5,220	-6.8%	Shares	Sole	2023-10-11
2023-06-30	$711,229	5,602	+11.4%	Shares	Sole	2023-08-03
2023-03-31	$649,416	5,028	+3.8%	Shares	Sole	2023-04-11
2022-12-31	$635,837	4,843	+1.3%	Shares	Sole	2023-01-13
2022-09-30	$559,068	4,780	-16.5%	Shares	Sole	2022-10-20
2022-06-30	$673,078	5,722	+15.0%	Shares	Sole	2022-07-27
2022-03-31	$648,372	4,976	+34.5%	Shares	Sole	2022-04-11
2021-12-31	$564,846	3,701	-25.9%	Shares	Sole	2022-01-26
2021-09-30	$807,268	4,993	-8.0%	Shares	Sole	2021-10-28
2021-06-30	$888,619	5,430	+8.7%	Shares	Sole	2021-08-10
2021-03-31	$752,348	4,997	-0.7%	Shares	Sole	2021-04-27
2020-12-31	$762,146	5,031	-3.2%	Shares	Sole	2021-02-03
2020-09-30	$703,454	5,195	+76.2%	Shares	Sole	2020-10-27
2020-06-30	$403,098	2,949	—	Shares	Sole	2020-08-05
No filing history on record for this holder in this stock.