Pines Wealth Management, LLC
Position in IBB — iShares Biotechnology ETF
CIK 2037426
SOUTHERN PINES, NC
Position in IBB
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$602,287
+$38,427 QoQ
Shares Held
3,567
+6.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $602,287 | 3,567 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $563,860 | 3,341 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $470,213 | 3,257 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $384,463 | 3,039 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $365,154 | 2,855 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $316,114 | 2,391 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||