Cladis Investment Advisory, LLC
Position in IBB — iShares Biotechnology ETF
CIK 1911520
BILLINGS, MT
Position in IBB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$984,233
+$93,550 QoQ
Shares Held
5,175
-1.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#133
of 294 holders
Holding Since
Mar 2024
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $984,233 | 5,175 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $890,683 | 5,275 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $907,138 | 5,375 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $783,207 | 5,425 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $722,372 | 5,710 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $730,309 | 5,710 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $679,559 | 5,140 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $626,080 | 4,300 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $416,584 | 3,035 | Shares | Sole | 2024-10-09 | |
| 2024-03-31 | $400,682 | 2,920 | Shares | Sole | 2024-10-09 | |
| No filing history on record for this holder in this stock. | ||||||