Position in IBB
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$135,080
+$64 QoQ
Shares Held
800
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBB Over Time
Shares Held
Position Value (USD)
All Filings in IBB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $135,080 | 800 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $135,016 | 800 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $115,496 | 800 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $103,232 | 816 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $102,320 | 800 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $105,768 | 800 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $116,480 | 800 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $109,808 | 800 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $120,067 | 875 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $118,868 | 875 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $107,003 | 875 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $111,090 | 875 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $113,015 | 875 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $114,878 | 875 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $102,340 | 875 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $102,926 | 875 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $114,012 | 875 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $133,542 | 875 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $141,470 | 875 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $143,193 | 875 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $102,380 | 680 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $90,894 | 600 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $81,246 | 600 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $82,014 | 600 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $64,644 | 600 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||