Clearstead Advisors, LLC

Position in IBB — iShares Biotechnology ETF

CIK 842775 CLEVELAND, OH

Position in IBB

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$385,484

+$256,544 QoQ

Shares Held

2,283

+198.8% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 3% Shared 0% None 97%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$385,484	2,283	+198.8%	Shares	Sole	2026-05-06
2025-12-31	$128,940	764	-0.3%	Shares	Sole	2026-02-09
2025-09-30	$110,587	766	0.0%	Shares	Sole	2025-11-10
2025-06-30	$96,906	766	-16.5%	Shares	Sole	2025-08-08
2025-03-31	$117,284	917	-8.5%	Shares	Sole	2025-05-13
2024-12-31	$132,474	1,002	0.0%	Shares	Sole	2025-02-10
2024-09-30	$145,891	1,002	+0.1%	Shares	Sole	2024-11-13
2024-06-30	$137,397	1,001	+17.5%	Shares	Sole	2024-08-12
2024-03-31	$116,911	852	-23.6%	Shares	Sole	2024-05-14
2023-12-31	$151,472	1,115	0.0%	Shares	Sole	2024-02-12
2023-09-30	$136,353	1,115	+47.7%	Shares	Sole	2023-11-07
2023-06-30	$95,854	755	0.0%	Shares	Sole	2023-08-07
2023-03-31	$97,515	755	0.0%	Shares	Sole	2023-05-09
2022-12-31	$99,123	755	+16.2%	Shares	Sole	2023-02-14
2022-09-30	$76,024	650	+49.4%	Shares	Sole	2022-11-15
2022-06-30	$51,169	435	-31.5%	Shares	Sole	2022-08-12
2022-03-31	$82,740	635	0.0%	Shares	Sole	2022-05-04
2021-12-31	$96,913	635	+46.0%	Shares	Sole	2022-02-14
2021-09-30	$70,330	435	0.0%	Shares	Sole	2021-11-12
2021-06-30	$71,187	435	0.0%	Shares	Sole	2021-08-12
2021-03-31	$65,493	435	0.0%	Shares	Sole	2021-05-14
2020-12-31	$65,898	435	-4.8%	Shares	Sole	2021-02-11
2020-09-30	$61,882	457	0.0%	Shares	Sole	2020-11-12
2020-06-30	$62,467	457	+5.1%	Shares	Sole	2020-08-11
2020-03-31	$46,866	435	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.