Position in IBB
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$395,277
+$146,458 QoQ
Shares Held
2,341
+24.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBB Over Time
Shares Held
Position Value (USD)
All Filings in IBB
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $395,277 | 2,341 | Shares | Sole | 2026-04-30 | |
| 2024-12-31 | $248,819 | 1,882 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $274,019 | 1,882 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $258,323 | 1,882 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $258,248 | 1,882 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $255,669 | 1,882 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $230,149 | 1,882 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $238,938 | 1,882 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $243,079 | 1,882 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $247,087 | 1,882 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $220,118 | 1,882 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $221,379 | 1,882 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $245,224 | 1,882 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $287,230 | 1,882 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $304,281 | 1,882 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $307,989 | 1,882 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $283,353 | 1,882 | Shares | Sole | 2021-05-11 | |
| 2020-09-30 | $327,421 | 2,418 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $322,315 | 2,358 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $285,511 | 2,650 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||