NWAM LLC

Position in IBB — iShares Biotechnology ETF

CIK 1655006 MERCER ISLAND, WA

Position in IBB

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$237,740

-$24,697 QoQ

Shares Held

1,408

-9.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$237,740	1,408	-9.5%	Shares	Sole	2026-05-04
2025-12-31	$262,437	1,555	-5.4%	Shares	Sole	2026-02-04
2025-09-30	$237,344	1,644	0.0%	Shares	Sole	2026-02-04
2025-06-30	$207,982	1,644	-7.3%	Shares	Sole	2026-02-04
2024-12-31	$234,540	1,774	-7.4%	Shares	Sole	2025-02-05
2024-09-30	$278,969	1,916	-47.4%	Shares	Sole	2024-11-12
2024-03-31	$499,755	3,642	-48.3%	Shares	Sole	2024-05-09
2023-12-31	$957,470	7,048	-25.4%	Shares	Sole	2024-02-14
2023-09-30	$1,154,784	9,443	-81.4%	Shares	Sole	2023-11-01
2023-06-30	$6,455,535	50,847	+11.2%	Shares	Sole	2023-08-10
2023-03-31	$5,908,553	45,746	-10.0%	Shares	Sole	2023-05-12
2022-12-31	$6,674,127	50,835	+257.3%	Shares	Sole	2023-02-08
2022-09-30	$1,664,223	14,229	+4.3%	Shares	Sole	2022-11-14
2022-06-30	$1,605,061	13,645	-0.1%	Shares	Sole	2022-08-10
2022-03-31	$1,779,637	13,658	+94.8%	Shares	Sole	2022-05-12
2021-12-31	$1,070,018	7,011	-3.5%	Shares	Sole	2022-02-10
2021-09-30	$1,175,251	7,269	-3.8%	Shares	Sole	2021-11-03
2021-06-30	$1,237,030	7,559	-19.1%	Shares	Sole	2021-08-04
2021-03-31	$1,407,284	9,347	+41.4%	Shares	Sole	2021-04-23
2020-12-31	$1,001,651	6,612	-55.5%	Shares	Sole	2021-01-22
2020-06-30	$2,032,306	14,868	+128.5%	Shares	Sole	2020-07-21
2020-03-31	$701,171	6,508	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.