Position in IBB
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$109,432,191
+$3,163,292 QoQ
Shares Held
648,103
+2.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
9.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $109,432,191 | 648,103 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $106,268,899 | 629,667 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||