Shepherd Financial Partners LLC
Position in IBB — iShares Biotechnology ETF
CIK 1696628
WINCHESTER, MA
Position in IBB
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$694,142
+$480,817 QoQ
Shares Held
4,111
+225.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBB Over Time
Shares Held
Position Value (USD)
All Filings in IBB
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $694,142 | 4,111 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $213,325 | 1,264 | Shares | Sole | 2026-02-10 | |
| 2025-03-31 | $862,813 | 6,746 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $858,968 | 6,497 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $938,974 | 6,449 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $879,562 | 6,408 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $875,738 | 6,382 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $866,179 | 6,376 | Shares | Sole | 2024-02-12 | |
| 2022-12-31 | $267,700 | 2,039 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $244,095 | 2,087 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $273,019 | 2,321 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,002,137 | 7,691 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,215,007 | 7,961 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,270,158 | 7,856 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,281,870 | 7,833 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $994,298 | 6,604 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $976,807 | 6,448 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $888,695 | 6,563 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $840,233 | 6,147 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $647,409 | 6,009 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||