OneDigital Investment Advisors LLC

Position in IBB — iShares Biotechnology ETF

CIK 1690370 OVERLAND PARK, KS

Position in IBB

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

Position Value

$888,151

-$26,582 QoQ

Shares Held

5,260

-3.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.04%

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	$888,151	5,260	-3.0%	Shares	Sole	2026-05-08
2025-12-31	$914,733	5,420	-4.6%	Shares	Sole	2026-02-13
2025-09-30	$819,877	5,679	-3.1%	Shares	Sole	2025-11-10
2025-06-30	$741,475	5,861	-16.3%	Shares	Sole	2025-08-07
2025-03-31	$895,683	7,003	-20.9%	Shares	Sole	2025-04-29
2024-12-31	$1,170,983	8,857	-18.0%	Shares	Sole	2025-02-13
2024-09-30	$1,573,208	10,805	+32.7%	Shares	Sole	2024-11-06
2024-06-30	$1,117,845	8,144	+16.1%	Shares	Sole	2024-08-02
2024-03-31	$962,186	7,012	-13.1%	Shares	Sole	2024-05-10
2023-12-31	$1,096,717	8,073	+1.0%	Shares	Sole	2024-02-13
2023-09-30	$977,586	7,994	-4.1%	Shares	Sole	2023-11-14
2023-06-30	$1,058,084	8,334	+1.8%	Shares	Sole	2023-08-07
2023-03-31	$1,057,820	8,190	+2.1%	Shares	Sole	2023-05-10
2022-12-31	$1,053,602	8,025	+22.0%	Shares	Sole	2023-02-02
2022-09-30	$769,596	6,580	+46.9%	Shares	Sole	2022-11-08
2022-06-30	$526,747	4,478	+28.1%	Shares	Sole	2022-08-08
2022-03-31	$455,528	3,496	+24.3%	Shares	Sole	2022-05-05
2021-12-31	$429,320	2,813	-4.3%	Shares	Sole	2022-02-23
2021-09-30	$475,015	2,938	-3.3%	Shares	Sole	2021-11-05
2021-06-30	$497,168	3,038	-11.3%	Shares	Sole	2021-08-09
2021-03-31	$515,517	3,424	-6.5%	Shares	Sole	2021-05-10
2020-12-31	$554,907	3,663	+38.9%	Shares	Sole	2021-02-08
2020-09-30	$357,211	2,638	+7.5%	Shares	Sole	2020-10-09
2020-06-30	$335,573	2,455	+32.1%	Shares	Sole	2020-08-14
2020-03-31	$200,180	1,858	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.