Position in IBB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,573,231
+$1,642,241 QoQ
Shares Held
33,007
+41.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
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 | $5,573,231 | 33,007 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,930,990 | 23,292 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,235,858 | 15,487 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,022,641 | 15,988 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $2,156,394 | 16,860 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,212,269 | 16,733 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $1,853,342 | 12,729 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,886,913 | 13,747 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,360,261 | 9,913 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,396,130 | 10,277 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,285,267 | 10,510 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,345,649 | 10,599 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $1,382,399 | 10,703 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,355,569 | 10,325 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,036,265 | 8,860 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,001,501 | 8,514 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,115,237 | 8,559 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,008,479 | 13,160 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,707,017 | 10,558 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,696,232 | 10,365 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $1,671,667 | 11,103 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,091,016 | 13,803 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $1,905,489 | 14,072 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,890,559 | 13,831 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,343,194 | 12,467 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||