Position in IBB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$42,212
+$20 QoQ
Shares Held
250
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $42,212 | 250 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $42,192 | 250 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $36,092 | 250 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $31,627 | 250 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $33,254 | 260 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $33,052 | 250 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $36,400 | 250 | Shares | Defined | 2024-11-13 | |
| 2023-09-30 | $122,290 | 1,000 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $126,960 | 1,000 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $129,160 | 1,000 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $372,207 | 2,835 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $97,661 | 835 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $98,221 | 835 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $104,240 | 800 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $45,786 | 300 | Shares | Defined | 2022-02-14 | |
| 2021-03-31 | $9,485 | 63 | Shares | Defined | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||