Caldwell Trust Co

Bank

Position in IBB — iShares Biotechnology ETF

CIK 2080218 Venice, FL

Position in IBB

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$230,986

+$109 QoQ

Shares Held

1,368

0.0% 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%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$230,986	1,368	0.0%	Shares	Sole	2026-04-22
2025-12-31	$230,877	1,368	0.0%	Shares	Sole	2026-01-30
2025-09-30	$197,498	1,368	0.0%	Shares	Sole	2025-10-23
2025-06-30	$173,065	1,368	-6.8%	Shares	Sole	2025-09-22
2025-03-31	$187,757	1,468	-13.3%	Shares	Sole	2025-09-23
2024-12-31	$223,831	1,693	0.0%	Shares	Sole	2025-09-24
2024-09-30	$246,500	1,693	-9.6%	Shares	Sole	2025-09-24
2024-06-30	$257,087	1,873	-4.5%	Shares	Sole	2025-09-24
2024-03-31	$269,225	1,962	0.0%	Shares	Sole	2025-09-24
2023-12-31	$266,537	1,962	-1.5%	Shares	Sole	2025-10-01
2023-09-30	$243,601	1,992	-2.6%	Shares	Sole	2025-10-01
2023-06-30	$259,760	2,046	0.0%	Shares	Sole	2025-10-01
2023-03-31	$264,261	2,046	0.0%	Shares	Sole	2025-10-01
2022-12-31	$268,619	2,046	0.0%	Shares	Sole	2025-10-01
2022-09-30	$239,300	2,046	-1.9%	Shares	Sole	2025-10-01
2022-06-30	$245,376	2,086	-15.2%	Shares	Sole	2025-10-02
2022-03-31	$320,668	2,461	-0.2%	Shares	Sole	2025-10-02
2021-12-31	$376,360	2,466	+3.7%	Shares	Sole	2025-10-02
2021-09-30	$384,313	2,377	0.0%	Shares	Sole	2025-10-02
2021-06-30	$388,996	2,377	0.0%	Shares	Sole	2025-10-02
2021-03-31	$357,881	2,377	+3.3%	Shares	Sole	2025-10-02
2020-12-31	$348,729	2,302	-10.5%	Shares	Sole	2025-10-02
2020-09-30	$348,274	2,572	+14.7%	Shares	Sole	2025-10-02
2020-06-30	$306,595	2,243	+26.7%	Shares	Sole	2025-10-02
2020-03-31	$190,699	1,770	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.