Position in IBB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,473,078
+$656,224 QoQ
Shares Held
23,519
+4.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#59
of 294 holders
Holding Since
Mar 2026
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,473,078 | 23,519 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,816,854 | 22,605 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||