Position in IBB
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$411,149
+$12,852 QoQ
Shares Held
2,435
+3.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $411,149 | 2,435 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $398,297 | 2,360 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $359,770 | 2,492 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $325,510 | 2,573 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $311,308 | 2,434 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $203,867 | 1,542 | Shares | Sole | 2025-01-30 | |
| 2024-03-31 | $222,570 | 1,622 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $225,375 | 1,659 | Shares | Sole | 2024-02-02 | |
| 2023-06-30 | $206,436 | 1,626 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $203,556 | 1,576 | Shares | Sole | 2023-05-02 | |
| 2022-03-31 | $266,463 | 2,045 | Shares | Sole | 2022-05-10 | |
| 2021-09-30 | $222,471 | 1,376 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $225,018 | 1,375 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $207,020 | 1,375 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||