Bradley & Co. Private Wealth Management, LLC
Position in IBB — iShares Biotechnology ETF
CIK 1861678
MIAMI, FL
Position in IBB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$41,368
+$20 QoQ
Shares Held
245
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,368 | 245 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $41,348 | 245 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $35,370 | 245 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $30,994 | 245 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $31,335 | 245 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $32,391 | 245 | Shares | Other | 2025-02-04 | |
| 2024-06-30 | $33,628 | 245 | Shares | Other | 2024-07-31 | |
| 2024-03-31 | $33,618 | 245 | Shares | Other | 2024-04-29 | |
| 2023-12-31 | $33,283 | 245 | Shares | Other | 2024-02-02 | |
| 2023-09-30 | $29,961 | 245 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $31,105 | 245 | Shares | Other | 2023-07-25 | |
| 2023-03-31 | $31,644 | 245 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $80,086 | 610 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $71,345 | 610 | Shares | Other | 2022-10-21 | |
| 2022-06-30 | $71,754 | 610 | Shares | Other | 2022-07-25 | |
| 2022-03-31 | $79,483 | 610 | Shares | Other | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||