Sovereign Financial Group, Inc.
Position in IBB — iShares Biotechnology ETF
CIK 1846175
STAMFORD, CT
Position in IBB
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$762,695
-$16,009 QoQ
Shares Held
4,517
-2.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBB Over Time
Shares Held
Position Value (USD)
All Filings in IBB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $762,695 | 4,517 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $778,704 | 4,614 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $679,693 | 4,708 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $597,127 | 4,720 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $620,826 | 4,854 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $659,463 | 4,988 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $831,521 | 5,711 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $798,304 | 5,816 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $801,090 | 5,838 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $793,228 | 5,839 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $714,051 | 5,839 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $771,028 | 6,073 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $886,166 | 6,861 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $900,780 | 6,861 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $790,766 | 6,761 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $798,590 | 6,789 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $911,578 | 6,996 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,070,934 | 7,017 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,142,269 | 7,065 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,166,006 | 7,125 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,072,740 | 7,125 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,070,276 | 7,065 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||