LIBERTY WEALTH MANAGEMENT LLC

Position in IBB — iShares Biotechnology ETF

CIK 1769302 OAKLAND, CA

Position in IBB

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$582,025

-$4,450 QoQ

Shares Held

3,447

-0.8% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$582,025	3,447	-0.8%	Shares	Sole	2026-05-12
2025-12-31	$586,475	3,475	+0.1%	Shares	Sole	2026-02-04
2025-09-30	$501,252	3,472	-3.0%	Shares	Sole	2025-10-31
2025-06-30	$452,779	3,579	+0.1%	Shares	Sole	2025-08-01
2025-03-31	$457,498	3,577	+0.1%	Shares	Sole	2025-05-12
2024-12-31	$472,650	3,575	-9.3%	Shares	Sole	2025-02-10
2024-09-30	$574,100	3,943	-0.7%	Shares	Sole	2024-11-04
2024-06-30	$544,922	3,970	-4.5%	Shares	Sole	2024-08-07
2024-03-31	$570,697	4,159	+4.9%	Shares	Sole	2024-05-03
2023-12-31	$538,781	3,966	+0.3%	Shares	Sole	2024-02-09
2023-09-30	$483,779	3,956	-2.3%	Shares	Sole	2023-11-13
2023-06-30	$514,188	4,050	0.0%	Shares	Sole	2023-08-10
2023-03-31	$523,098	4,050	+0.1%	Shares	Sole	2023-05-03
2022-09-30	$473,220	4,046	0.0%	Shares	Sole	2022-11-15
2022-06-30	$475,930	4,046	+3.7%	Shares	Sole	2022-08-15
2022-03-31	$508,300	3,901	+8.0%	Shares	Sole	2022-05-09
2021-12-31	$553,857	3,629	—	Principal	Sole	2022-02-15
2021-09-30	$584,149	3,613	+0.1%	Shares	Sole	2021-11-15
2021-06-30	$590,940	3,611	+0.1%	Shares	Sole	2021-08-13
2021-03-31	$543,371	3,609	0.0%	Shares	Sole	2021-05-17
2020-12-31	$546,727	3,609	-7.6%	Shares	Sole	2021-02-09
2020-09-30	$529,046	3,907	-5.1%	Shares	Sole	2020-11-05
2020-06-30	$563,026	4,119	+5.3%	Shares	Sole	2020-08-04
2020-03-31	$421,586	3,913	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.