GUARDIAN WEALTH ADVISORS, LLC / NC
Position in IBB — iShares Biotechnology ETF
CIK 1901403
RALEIGH, NC
Position in IBB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$62,812
+$15,751 QoQ
Shares Held
372
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $62,812 | 372 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $47,061 | 372 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $47,578 | 372 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $49,182 | 372 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $43,388 | 298 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $40,903 | 298 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $40,891 | 298 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $40,483 | 298 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $50,750 | 415 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $52,688 | 415 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $53,601 | 415 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $62,756 | 478 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $42,222 | 361 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $42,464 | 361 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||