Principle Wealth Partners LLC

Position in IBB — iShares Biotechnology ETF

CIK 1743413 MADISON, CT

Position in IBB

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$807,271

+$382 QoQ

Shares Held

4,781

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.07%

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	$807,271	4,781	0.0%	Shares	Sole	2026-05-07
2025-12-31	$806,889	4,781	0.0%	Shares	Sole	2026-02-06
2025-09-30	$690,232	4,781	-5.9%	Shares	Sole	2025-11-03
2025-06-30	$642,797	5,081	-1.5%	Shares	Sole	2025-07-30
2025-03-31	$659,964	5,160	-9.6%	Shares	Sole	2025-05-06
2024-12-31	$754,258	5,705	-5.3%	Shares	Sole	2025-01-29
2024-09-30	$877,531	6,027	-3.0%	Shares	Sole	2024-11-13
2024-06-30	$852,659	6,212	-2.4%	Shares	Sole	2024-08-13
2024-03-31	$872,993	6,362	-1.8%	Shares	Sole	2024-04-23
2023-12-31	$879,764	6,476	-2.8%	Shares	Sole	2024-02-05
2023-09-30	$814,451	6,660	-2.1%	Shares	Sole	2023-11-01
2023-06-30	$863,328	6,800	0.0%	Shares	Sole	2023-07-31
2023-03-31	$878,288	6,800	0.0%	Shares	Sole	2023-05-10
2022-12-31	$892,772	6,800	-1.1%	Shares	Sole	2023-02-02
2022-09-30	$804,100	6,875	-8.4%	Shares	Sole	2022-11-14
2022-06-30	$883,048	7,507	-12.0%	Shares	Sole	2022-08-02
2022-03-31	$1,111,589	8,531	-7.2%	Shares	Sole	2022-05-12
2021-12-31	$1,403,493	9,196	+10.7%	Shares	Sole	2022-02-11
2021-09-30	$1,343,075	8,307	+10.4%	Shares	Sole	2021-11-16
2021-06-30	$1,231,138	7,523	+5.8%	Shares	Sole	2021-08-13
2021-03-31	$1,070,180	7,108	-1.7%	Shares	Sole	2021-05-18
2020-12-31	$1,095,121	7,229	+219.4%	Shares	Sole	2021-02-16
2020-09-30	$306,432	2,263	+4.2%	Shares	Sole	2020-11-16
2020-06-30	$296,890	2,172	+0.9%	Shares	Sole	2020-08-14
2020-03-31	$231,964	2,153	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.