CALTON & ASSOCIATES, INC.

Position in IBB — iShares Biotechnology ETF

CIK 822648 Tampa, FL

Position in IBB

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$882,916

-$17,471 QoQ

Shares Held

5,229

-2.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$882,916	5,229	-2.0%	Shares	Sole	2026-05-13
2025-12-31	$900,387	5,335	-3.1%	Shares	Sole	2026-02-10
2025-09-30	$794,612	5,504	+1.5%	Shares	Sole	2025-11-07
2025-06-30	$686,063	5,423	-1.5%	Shares	Sole	2025-08-12
2025-03-31	$704,089	5,505	-2.0%	Shares	Sole	2025-05-15
2024-12-31	$742,491	5,616	+117.5%	Shares	Sole	2025-01-23
2024-09-30	$375,939	2,582	-55.8%	Shares	Sole	2024-10-21
2024-06-30	$801,186	5,837	-6.8%	Shares	Sole	2024-07-19
2024-03-31	$859,820	6,266	-6.0%	Shares	Sole	2024-04-16
2023-12-31	$905,304	6,664	-5.4%	Shares	Sole	2024-02-07
2023-06-30	$894,433	7,045	-1.2%	Shares	Sole	2023-07-24
2023-03-31	$920,652	7,128	-4.2%	Shares	Sole	2023-04-19
2022-12-31	$977,322	7,444	+98.5%	Shares	Sole	2023-01-18
2022-09-30	$438,600	3,750	+0.1%	Shares	Sole	2022-10-31
2022-06-30	$440,877	3,748	-8.7%	Shares	Sole	2022-07-12
2022-03-31	$534,881	4,105	-12.5%	Shares	Sole	2022-04-26
2021-12-31	$715,787	4,690	-13.4%	Shares	Sole	2022-01-13
2021-09-30	$875,173	5,413	+29.1%	Shares	Sole	2021-11-05
2021-06-30	$686,348	4,194	+7.3%	Shares	Sole	2021-08-11
2021-03-31	$588,237	3,907	-1.8%	Shares	Sole	2021-05-03
2020-12-31	$602,778	3,979	-17.4%	Shares	Sole	2021-01-25
2020-09-30	$652,405	4,818	-12.4%	Shares	Sole	2020-10-30
2020-06-30	$751,521	5,498	-46.2%	Shares	Sole	2020-08-10
2020-03-31	$1,101,102	10,220	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.