MONOGRAPH WEALTH ADVISORS, LLC
Position in IBB — iShares Biotechnology ETF
CIK 1776588
MANHATTAN BEACH, CA
Position in IBB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$798,798
+$89,628 QoQ
Shares Held
4,200
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#149
of 294 holders
Holding Since
Dec 2021
19 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
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $798,798 | 4,200 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $709,170 | 4,200 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $708,834 | 4,200 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $606,354 | 4,200 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $531,342 | 4,200 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $537,180 | 4,200 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $555,282 | 4,200 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $611,520 | 4,200 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $577,864 | 4,210 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $577,696 | 4,210 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $571,928 | 4,210 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $514,840 | 4,210 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $534,501 | 4,210 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $543,763 | 4,210 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $552,730 | 4,210 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $492,401 | 4,210 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $494,046 | 4,200 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $547,260 | 4,200 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $641,004 | 4,200 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||