BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in IBB — iShares Biotechnology ETF
CIK 2010186
CINCINNATI, OH
Position in IBB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,008,133
-$55,924 QoQ
Shares Held
11,893
-2.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,008,133 | 11,893 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,064,057 | 12,230 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,373,969 | 9,517 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,179,326 | 9,322 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,192,283 | 9,322 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,232,461 | 9,322 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,350,731 | 9,277 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,305,891 | 9,514 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,315,665 | 9,588 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,307,556 | 9,625 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,177,041 | 9,625 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $1,221,990 | 9,625 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $1,255,047 | 9,717 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $1,283,228 | 9,774 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $1,149,365 | 9,827 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $1,155,950 | 9,827 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $1,280,458 | 9,827 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $1,518,111 | 9,947 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $1,588,829 | 9,827 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $1,706,378 | 10,427 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $1,534,055 | 10,189 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $1,573,829 | 10,389 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $1,406,774 | 10,389 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $1,403,669 | 10,269 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $1,108,536 | 10,289 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||