Tradition Wealth Management, LLC

Position in IBB — iShares Biotechnology ETF

CIK 1843010 EDINA, MN

Position in IBB

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$11,826,774

+$1,668,590 QoQ

Shares Held

62,184

+3.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

2.32%

of 13F equity value

Holder Rank

#29

of 294 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,826,774	62,184	+3.4%	Shares	Sole	2026-08-11
2026-03-31	$10,158,184	60,161	+4.5%	Shares	Sole	2026-05-15
2025-12-31	$9,718,451	57,584	+0.3%	Shares	Sole	2026-02-11
2025-09-30	$8,287,704	57,406	-1.1%	Shares	Sole	2025-11-13
2025-06-30	$7,345,423	58,062	+0.4%	Shares	Sole	2025-08-12
2025-03-31	$7,394,794	57,817	+3.5%	Shares	Sole	2025-05-14
2024-12-31	$7,383,928	55,850	+0.0%	Shares	Sole	2025-02-13
2024-09-30	$8,131,323	55,847	+3.3%	Shares	Sole	2024-11-14
2024-06-30	$7,419,863	54,057	+4.4%	Shares	Sole	2024-08-12
2024-03-31	$7,105,800	51,784	-1.9%	Shares	Sole	2024-05-13
2023-12-31	$7,172,880	52,800	+7.2%	Shares	Sole	2024-02-12
2023-09-30	$6,024,372	49,263	+3.4%	Shares	Sole	2023-11-13
2023-06-30	$6,047,485	47,633	+3.2%	Shares	Sole	2023-08-14
2023-03-31	$5,962,800	46,166	+5.0%	Shares	Sole	2023-05-12
2022-12-31	$5,769,801	43,947	+1.6%	Shares	Sole	2023-02-03
2022-09-30	$5,060,040	43,263	-4.6%	Shares	Sole	2022-11-14
2022-06-30	$5,334,049	45,346	+6.4%	Shares	Sole	2022-08-02
2022-03-31	$5,553,516	42,621	+18.8%	Shares	Sole	2022-05-11
2021-12-31	$5,477,684	35,891	+23.5%	Shares	Sole	2022-02-14
2021-09-30	$4,697,612	29,055	+6.4%	Shares	Sole	2021-11-12
2021-06-30	$4,469,772	27,313	+11.4%	Shares	Sole	2021-08-09
2021-03-31	$3,690,075	24,509	+73.2%	Shares	Sole	2021-05-14
2020-12-31	$2,144,037	14,153	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.