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iShares NASDAQ Biotechnology Index shares owned by Shepherd Financial Partners

Quarter-by-quarter ownership of iShares NASDAQ Biotechnology Index (IBB) shares owned by Shepherd Financial Partners from 13F filings

Historical chart of Shepherd Financial Partners investment in iShares NASDAQ Biotechnology Index

Tip: Access up to 7 years of quarterly data

All positions including iShares NASDAQ Biotechnology Index held by Shepherd Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares NASDAQ Biotechnology Index by Shepherd Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $213k 1.3k 168.77
2025-03-31 $863k 6.7k 127.90
2024-12-31 $859k 6.5k 132.20
2024-09-30 $939k 6.4k 145.61
2024-06-30 $880k 6.4k 137.26
2024-03-31 $876k 6.4k 137.19
2023-12-31 $866k 6.4k 135.86
2022-12-31 $268k 2.0k 131.25
2022-09-30 $244k 2.1k 116.91
2022-06-30 $273k 2.3k 117.62
2022-03-31 $999k 7.7k 129.89
2021-12-31 $1.2M 8.0k 152.49
2021-09-30 $1.3M 7.9k 161.41
2021-06-30 $1.3M 7.8k 163.67
2021-03-31 $994k 6.6k 150.51
2020-12-31 $978k 6.4k 151.67
2020-09-30 $840k 6.1k 136.65
2020-06-30 $840k 6.1k 136.65
2020-03-31 $648k 6.0k 107.84
2019-12-31 $830k 6.9k 120.67
2019-09-30 $686k 6.9k 99.74
2019-06-30 $794k 7.3k 109.07
2019-03-31 $814k 7.3k 111.81
2018-12-31 $400k 4.2k 95.53
2018-09-30 $1.3M 12k 109.58
2018-06-30 $1.3M 12k 110.57
2018-03-31 $1.1M 10k 106.60
2017-12-31 $1.1M 11k 107.40
2017-09-30 $767k 2.3k 338.18
2017-06-30 $436k 1.4k 308.35

More positions owned by Shepherd Financial Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPTM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust State Street Spd (SPYV)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 100 Etf (OEF)
Spdr Series Trust State Street Spd (SPTL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)

View all positions for Shepherd Financial Partners

Top funds holding iShares NASDAQ Biotechnology Index

Bnp Paribas Arbitrage, Snc
Envestnet Asset Management
Goldman Sachs Group
Susquehanna International
Jpmorgan Chase & Co
Raymond James Financial
LPL Financial
UBS Group
Commerce Bank N A
Wells Fargo & Company
Barclays
Branch Banking & Trust Company
WestEnd Advisors
Janney Montgomery Scott
Healthcare Of Ontario Pension Plan Trust Fund

View all funds holding iShares NASDAQ Biotechnology Index