Position in IBB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$473,763
+$269,047 QoQ
Shares Held
2,491
+75.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#172
of 294 holders
Holding Since
Mar 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $473,763 | 2,491 | Shares | Sole | 2026-08-11 | |
| 2025-09-30 | $204,716 | 1,418 | Shares | Sole | 2025-10-14 | |
| 2025-03-31 | $226,255 | 1,769 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $200,562 | 1,517 | Shares | Sole | 2025-03-04 | |
| 2024-06-30 | $230,734 | 1,681 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $230,529 | 1,680 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||