Position in IBB
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$87,126
+$21,137 QoQ
Shares Held
516
+32.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
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 | $87,126 | 516 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $65,989 | 391 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $52,695 | 365 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $49,718 | 393 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $51,287 | 401 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $142,522 | 1,078 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $146,910 | 1,009 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $130,397 | 950 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $123,498 | 900 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $152,152 | 1,120 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $119,966 | 981 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $124,547 | 981 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $126,705 | 981 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $107,526 | 819 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $95,790 | 819 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $96,338 | 819 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $184,765 | 1,418 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $389,333 | 2,551 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $421,661 | 2,608 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $429,908 | 2,627 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $394,166 | 2,618 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $374,028 | 2,469 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $322,140 | 2,379 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $327,099 | 2,393 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $271,181 | 2,517 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||