SEC 13F Intelligence

Appleton Partners Inc/Ma / IBB

Appleton Partners Inc/Ma’s Ishares Tr Position

Does Appleton Partners Inc/Ma own Ishares Tr (IBB)? Yes — 74.0K shares worth $12M (+0.87% of its 13F portfolio) as of Q1 2026, up from 73.9K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
74.0K
% of Portfolio
+0.87%
Quarters Held
30
currently held

Position History IBB

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $6MQ2 ’19: $6MQ3 ’19: $5MQ4 ’19: $6MQ4 ’19Q1 ’20: $6MQ2 ’20: $7MQ3 ’20: $7MQ4 ’20: $8MQ4 ’20Q1 ’21: $8MQ2 ’21: $10MQ3 ’21: $10MQ4 ’21: $9MQ4 ’21Q1 ’22: $8MQ2 ’22: $7MQ3 ’22: $7MQ4 ’22: $8MQ4 ’22Q1 ’23: $8MQ2 ’23: $8MQ3 ’23: $9MQ4 ’23: $10MQ4 ’23Q1 ’24: $10MQ2 ’24: $10MQ3 ’24: $11MQ4 ’24: $10MQ4 ’24Q1 ’25: $10MQ2 ’25: $9MQ3 ’25: $11MQ4 ’25: $12MQ4 ’25Q1 ’26: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202674.0K$12M+0.87%
Q4 202573.9K$12M+0.82%
Q3 202573.9K$11M+0.72%
Q2 202573.9K$9M+0.66%
Q1 202578.4K$10M+0.77%
Q4 202475.8K$10M+0.74%
Q3 202475.7K$11M+0.81%
Q2 202473.7K$10M+0.78%
Q1 202472.9K$10M+0.78%
Q4 202372.1K$10M+0.79%
Q3 202369.9K$9M+0.76%
Q2 202364.6K$8M+0.69%
Q1 202362.4K$8M+0.72%
Q4 202257.6K$8M+0.72%
Q3 202256.9K$7M+0.67%
Q2 202258.2K$7M+0.65%
Q1 202260.9K$8M+0.65%
Q4 202162.1K$9M+0.71%
Q3 202161.3K$10M+0.82%
Q2 202159.7K$10M+0.83%
Q1 202155.0K$8M+0.77%
Q4 202050.9K$8M+0.76%
Q3 202050.6K$7M+0.76%
Q2 202050.8K$7M+0.83%
Q1 202051.6K$6M+0.77%
Q4 201952.8K$6M+0.70%
Q3 201953.4K$5M+0.64%
Q2 201954.3K$6M+0.73%
Q1 201954.1K$6M+0.80%
Q4 201853.7K$5M+0.78%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Appleton Partners Inc/Ma’s full portfolio or all institutional holders of IBB.