MISSION WEALTH MANAGEMENT, LP

Position in IBB — iShares Biotechnology ETF

CIK 1645382 Santa Barbara, CA

Position in IBB

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$378,561

+$1,529 QoQ

Shares Held

2,242

+0.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.02%

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	$378,561	2,242	+0.4%	Shares	Sole	2026-05-15
2025-12-31	$377,032	2,234	0.0%	Shares	Sole	2026-02-05
2025-09-30	$322,522	2,234	0.0%	Shares	Sole	2025-11-04
2025-06-30	$282,623	2,234	-2.5%	Shares	Sole	2025-08-05
2025-03-31	$293,146	2,292	-24.8%	Shares	Sole	2025-04-17
2024-12-31	$402,711	3,046	+0.8%	Shares	Sole	2025-02-06
2024-09-30	$440,003	3,022	0.0%	Shares	Sole	2024-10-31
2024-06-30	$414,799	3,022	0.0%	Shares	Sole	2024-08-05
2024-03-31	$414,678	3,022	0.0%	Shares	Sole	2024-04-30
2023-12-31	$410,538	3,022	+20.1%	Shares	Sole	2024-02-05
2023-09-30	$307,681	2,516	-8.4%	Shares	Sole	2023-10-24
2023-06-30	$348,632	2,746	+4.6%	Shares	Sole	2023-08-04
2023-03-31	$339,174	2,626	-9.5%	Shares	Sole	2023-04-07
2022-12-31	$381,003	2,902	+1.2%	Shares	Sole	2023-02-02
2022-09-30	$335,441	2,868	-4.9%	Shares	Sole	2022-10-12
2022-06-30	$354,772	3,016	+25.5%	Shares	Sole	2022-07-27
2022-03-31	$313,110	2,403	+9.7%	Shares	Sole	2022-04-25
2021-12-31	$334,390	2,191	+3.5%	Shares	Sole	2022-02-11
2021-09-30	$342,114	2,116	-19.1%	Shares	Sole	2021-11-05
2021-06-30	$428,108	2,616	+29.9%	Shares	Sole	2021-08-10
2021-03-31	$303,227	2,014	+19.2%	Shares	Sole	2021-05-10
2020-12-31	$255,866	1,689	+7.6%	Shares	Sole	2021-01-19
2020-09-30	$212,458	1,569	+4.7%	Shares	Sole	2020-10-16
2020-06-30	$204,898	1,499	—	Shares	Sole	2020-08-03
No filing history on record for this holder in this stock.