Polaris Financial Partners IBB — ISHARES TR

Ownership history in Polaris Financial Partners  ·  1 quarter on record

AI Ownership Summary

Polaris Financial Partners reported ISHARES TR (IBB) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. The latest visible filing shows IBB at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IBB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Polaris Financial Partners's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

IBB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Polaris Financial Partners held IBB — position size vs. price
% of Fund (quarterly)    IBB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 34 — — 0.00% $7 2026-10-02 $205.29

🏢 Other funds also holding IBB

As of 2026 Q3 — sorted by position size

Marotta Asset Management 3Y 0.09% GoalVest Advisory LLC 3Y 0.0%

FAQ About Polaris Financial Partners and IBB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Polaris Financial Partners reported owning IBB?

Polaris Financial Partners reported IBB across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported IBB position in Polaris Financial Partners's portfolio?

The largest reported portfolio weight for IBB was 0.00% in 2026 Q3.

What is the latest reported IBB position on this page?

The most recent filing on this page is 2026 Q3, when Polaris Financial Partners reported 34 shares, equal to 0.00% of portfolio, with an estimated market value of $7.

What does the chart on this IBB ownership page compare?

The chart compares Polaris Financial Partners's quarterly IBB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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