VERITY Wealth Advisors

Position in IBB — iShares Biotechnology ETF

CIK 1763138 SAUSALITO, X1

Position in IBB

as of Mar 31, 2026 · filed Apr 9, 2026 Compact

Position Value

$834,625

-$667,090 QoQ

Shares Held

4,943

-44.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

2.40%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 23% Shared 0% None 77%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$834,625	4,943	-44.4%	Shares	Sole	2026-04-09
2025-12-31	$1,501,715	8,898	0.0%	Shares	Sole	2026-01-07
2025-09-30	$1,284,604	8,898	0.0%	Shares	Sole	2025-10-17
2025-06-30	$1,125,685	8,898	0.0%	Shares	Sole	2025-08-08
2025-03-31	$1,138,054	8,898	0.0%	Shares	Sole	2025-04-22
2024-12-31	$1,176,404	8,898	0.0%	Shares	Sole	2025-02-07
2024-09-30	$1,295,548	8,898	0.0%	Shares	Sole	2024-10-03
2024-06-30	$1,221,339	8,898	0.0%	Shares	Sole	2024-08-02
2024-03-31	$1,220,983	8,898	0.0%	Shares	Sole	2024-04-05
2023-12-31	$1,208,793	8,898	0.0%	Shares	Sole	2024-01-04
2023-09-30	$1,088,136	8,898	0.0%	Shares	Sole	2023-10-26
2023-06-30	$1,129,690	8,898	-18.6%	Shares	Sole	2023-07-27
2023-03-31	$1,411,589	10,929	0.0%	Shares	Sole	2023-05-08
2022-12-31	$1,434,868	10,929	0.0%	Shares	Sole	2023-01-11
2022-09-30	$1,278,255	10,929	0.0%	Shares	Sole	2022-10-27
2022-06-30	$1,285,578	10,929	+0.5%	Shares	Sole	2022-07-12
2022-03-31	$1,416,621	10,872	0.0%	Shares	Sole	2022-04-11
2021-12-31	$1,659,284	10,872	0.0%	Shares	Sole	2022-01-20
2021-09-30	$1,757,784	10,872	-3.6%	Shares	Sole	2021-10-14
2021-06-30	$1,845,808	11,279	0.0%	Shares	Sole	2021-08-03
2021-03-31	$1,698,166	11,279	0.0%	Shares	Sole	2021-05-10
2020-12-31	$1,708,655	11,279	-0.1%	Shares	Sole	2021-02-09
2020-09-30	$1,528,101	11,285	-8.3%	Shares	Sole	2020-10-05
2020-06-30	$1,681,287	12,300	-0.8%	Shares	Sole	2020-07-21
2020-03-31	$1,336,406	12,404	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.