Position in IBB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,693,734
+$636,390 QoQ
Shares Held
10,031
+60.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,693,734 | 10,031 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,057,344 | 6,265 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $704,381 | 4,879 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $634,574 | 5,016 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $791,828 | 6,191 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $842,574 | 6,373 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,031,284 | 7,083 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $870,228 | 6,340 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $826,613 | 6,024 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $424,938 | 3,128 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $713,562 | 5,835 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $864,597 | 6,810 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,149,265 | 8,898 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,692,196 | 12,889 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,222,582 | 10,453 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,017,028 | 8,646 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,120,449 | 8,599 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,409,598 | 9,236 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,584,302 | 9,799 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,447,975 | 8,848 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,350,523 | 8,970 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,433,095 | 9,460 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,271,770 | 9,392 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,474,338 | 10,786 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $531,373 | 4,932 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||