Carbahal Olsen Financial Services Group, LLC
Position in IBB — iShares Biotechnology ETF
CIK 2052538
DAVIS, CA
Position in IBB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$568,477
+$40,652 QoQ
Shares Held
2,989
-4.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.54%
of 13F equity value
Holder Rank
#165
of 294 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $568,477 | 2,989 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $527,825 | 3,126 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $527,575 | 3,126 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $452,311 | 3,133 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $410,777 | 3,247 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $422,325 | 3,302 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $438,937 | 3,320 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||