INDEPENDENT FINANCIAL GROUP, LLC
Position in IBB — iShares Biotechnology ETF
CIK 275484
SAN DIEGO, CA
Position in IBB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,709,367
+$41,789 QoQ
Shares Held
16,046
+1.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,709,367 | 16,046 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,667,578 | 15,806 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $2,009,486 | 13,919 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $1,794,417 | 14,184 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $1,897,140 | 14,833 | Shares | Sole | 2026-05-19 | |
| No filing history on record for this holder in this stock. | ||||||