Beaumont Financial Advisors, LLC
Position in IBB — iShares Biotechnology ETF
CIK 1957394
NEEDHAM, MA
Position in IBB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,417,833
+$15,861 QoQ
Shares Held
8,397
+1.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $1,417,833 | 8,397 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,401,972 | 8,307 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,255,152 | 8,694 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,134,668 | 8,969 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,199,190 | 9,376 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,246,872 | 9,431 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,375,046 | 9,444 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,314,127 | 9,574 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,335,150 | 9,730 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,328,069 | 9,776 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,286,368 | 10,519 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,338,666 | 10,544 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,394,282 | 10,795 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,349,004 | 10,275 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||