Kestra Advisory Services, LLC

Position in IBB — iShares Biotechnology ETF

CIK 1830819 AUSTIN, TX

Position in IBB

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$8,013,789

+$873,806 QoQ

Shares Held

47,461

+12.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,013,789	47,461	+12.2%	Shares	Sole	2026-04-30
2025-12-31	$7,139,983	42,306	+7.8%	Shares	Sole	2026-02-13
2025-09-30	$5,666,811	39,252	-6.6%	Shares	Sole	2025-11-14
2025-06-30	$5,314,432	42,008	+10.0%	Shares	Sole	2025-08-15
2025-03-31	$4,882,838	38,177	+1.9%	Shares	Sole	2025-05-14
2024-12-31	$4,954,437	37,474	-11.2%	Shares	Sole	2025-02-10
2024-09-30	$6,144,902	42,204	-6.8%	Shares	Sole	2024-11-13
2024-06-30	$6,213,073	45,265	+20.1%	Shares	Sole	2024-08-14
2024-03-31	$5,170,312	37,679	-0.7%	Shares	Sole	2024-05-15
2023-12-31	$5,154,013	37,939	-4.3%	Shares	Sole	2024-02-14
2023-09-30	$4,846,230	39,629	+0.6%	Shares	Sole	2023-11-13
2023-06-30	$5,001,589	39,395	-11.2%	Shares	Sole	2023-08-11
2023-03-31	$5,732,895	44,386	-26.6%	Shares	Sole	2023-05-12
2022-12-31	$7,940,287	60,479	+22.2%	Shares	Sole	2023-01-31
2022-09-30	$5,788,233	49,489	-1.9%	Shares	Sole	2022-11-01
2022-06-30	$5,933,021	50,438	+0.6%	Shares	Sole	2022-08-12
2022-03-31	$6,531,026	50,123	+1.2%	Shares	Sole	2022-07-20
2021-12-31	$7,558,810	49,527	-15.0%	Shares	Sole	2022-07-25
2021-09-30	$9,416,566	58,242	+13.1%	Shares	Sole	2022-07-25
2021-06-30	$8,430,593	51,516	+0.7%	Shares	Sole	2022-07-26
2021-03-31	$7,701,746	51,154	-25.1%	Shares	Sole	2022-07-27
2020-12-31	$10,341,616	68,266	+35.8%	Shares	Sole	2022-07-28
2020-09-30	$6,807,737	50,275	—	Shares	Sole	2022-07-29
No filing history on record for this holder in this stock.