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Carter Financial Group, INC.

Position in IBB — iShares Biotechnology ETF

CIK 1919749 Barrington, IL

Position in IBB

as of Mar 31, 2026 · filed Apr 27, 2026
Position Value
$400,174
+$190 QoQ
Shares Held
2,370
0.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2022
5 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
5 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $400,174 2,370
2025-12-31 $399,984 2,370
2025-09-30 $342,156 2,370
2025-06-30 $299,828 2,370
2022-03-31 $562,374 4,316