BEACON INVESTMENT ADVISORY SERVICES, INC.

Position in IBB — iShares Biotechnology ETF

CIK 1654599 MORRISTOWN, NJ

Position in IBB

as of Mar 31, 2026 · filed Apr 14, 2026 Compact

Position Value

$363,027

+$172 QoQ

Shares Held

2,150

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$363,027	2,150	0.0%	Shares	Sole	2026-04-14
2025-12-31	$362,855	2,150	-2.4%	Shares	Sole	2026-01-16
2025-09-30	$317,902	2,202	+2.4%	Shares	Sole	2025-10-16
2025-06-30	$271,996	2,150	0.0%	Shares	Sole	2025-07-15
2025-03-31	$274,985	2,150	0.0%	Shares	Sole	2025-05-06
2024-12-31	$284,251	2,150	-8.5%	Shares	Sole	2025-01-17
2024-09-30	$342,160	2,350	-11.3%	Shares	Sole	2024-11-14
2024-06-30	$363,739	2,650	0.0%	Shares	Sole	2024-08-14
2024-03-31	$363,633	2,650	0.0%	Shares	Sole	2024-05-09
2023-12-31	$360,002	2,650	0.0%	Shares	Sole	2024-02-12
2023-09-30	$324,068	2,650	-9.5%	Shares	Sole	2023-10-31
2023-06-30	$371,611	2,927	+2.6%	Shares	Sole	2023-07-21
2023-03-31	$368,364	2,852	-6.7%	Shares	Sole	2023-05-04
2022-12-31	$401,353	3,057	0.0%	Shares	Sole	2023-01-13
2022-09-30	$357,546	3,057	-11.6%	Shares	Sole	2022-10-20
2022-06-30	$406,646	3,457	0.0%	Shares	Sole	2022-07-21
2022-03-31	$450,447	3,457	0.0%	Shares	Sole	2022-05-12
2021-12-31	$527,607	3,457	0.0%	Shares	Sole	2022-02-04
2021-09-30	$558,927	3,457	0.0%	Shares	Sole	2021-11-09
2021-06-30	$565,738	3,457	+6.2%	Shares	Sole	2021-08-02
2021-03-31	$490,223	3,256	0.0%	Shares	Sole	2021-05-21
2020-12-31	$493,251	3,256	+14.0%	Shares	Sole	2021-02-08
2020-09-30	$386,730	2,856	0.0%	Shares	Sole	2020-10-29
2020-06-30	$390,386	2,856	0.0%	Shares	Sole	2020-07-28
2020-03-31	$307,705	2,856	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.