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Keystone Financial Group

Position in IBB — iShares Biotechnology ETF

CIK 1729299 LEXINGTON, KY

Position in IBB

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$397,979
+$20 QoQ
Shares Held
2,357
-0.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
16 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
16 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $397,979 2,357
2025-12-31 $397,959 2,358
2025-09-30 $358,470 2,483
2025-06-30 $329,558 2,605
2025-03-31 $333,691 2,609
2024-12-31 $354,322 2,680
2022-06-30 $234,789 1,996
2022-03-31 $262,293 2,013
2021-12-31 $311,955 2,044
2021-09-30 $322,874 1,997
2021-06-30 $370,503 2,264
2021-03-31 $333,942 2,218
2020-12-31 $428,110 2,826
2020-09-30 $397,699 2,937
2020-06-30 $449,983 3,292
2020-03-31 $326,344 3,029