CREATIVE FINANCIAL DESIGNS INC /ADV
Position in IBB — iShares Biotechnology ETF
CIK 819864
KOKOMO, IN
Position in IBB
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$297,344
-$165,085 QoQ
Shares Held
1,761
-35.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $297,344 | 1,761 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $462,429 | 2,740 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $303,754 | 2,104 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $176,987 | 1,399 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $178,932 | 1,399 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $184,961 | 1,399 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $203,694 | 1,399 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $185,163 | 1,349 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $368,984 | 2,689 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $60,996 | 449 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $49,282 | 403 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $138,386 | 1,090 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $140,784 | 1,090 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $143,106 | 1,090 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $127,369 | 1,089 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $175,033 | 1,488 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $196,362 | 1,507 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $229,998 | 1,507 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $236,699 | 1,464 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $239,583 | 1,464 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $220,269 | 1,463 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $221,629 | 1,463 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $199,052 | 1,470 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $234,013 | 1,712 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $87,484 | 812 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||