Concurrent Investment Advisors, LLC
Position in IBB — iShares Biotechnology ETF
CIK 2001015
Tampa, FL
Position in IBB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$6,810,057
+$786,825 QoQ
Shares Held
40,332
+13.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,810,057 | 40,332 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $6,023,232 | 35,689 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $566,363 | 3,923 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $506,040 | 4,000 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $578,491 | 4,523 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $548,407 | 4,148 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $540,467 | 3,712 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $492,626 | 3,589 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $406,033 | 2,959 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $410,946 | 3,025 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||