Golden State Wealth Management, LLC
Position in IBB — iShares Biotechnology ETF
CIK 1776033
SANTA ANA, CA
Position in IBB
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$125,962
-$2,809 QoQ
Shares Held
746
-2.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBB Over Time
Shares Held
Position Value (USD)
All Filings in IBB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $125,962 | 746 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $128,771 | 763 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $109,432 | 758 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $95,894 | 758 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $122,528 | 958 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $128,111 | 969 | Shares | Sole | 2025-01-28 | |
| 2021-12-31 | $601,322 | 3,940 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $691,828 | 4,279 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $686,020 | 4,192 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $847,050 | 5,626 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $874,400 | 5,772 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $258,226 | 1,907 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $220,480 | 1,613 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $158,162 | 1,468 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||