Position in IBB
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$492,366
+$233 QoQ
Shares Held
2,916
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $492,366 | 2,916 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $492,133 | 2,916 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $420,982 | 2,916 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $368,903 | 2,916 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $372,956 | 2,916 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $386,185 | 2,921 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $504,795 | 3,467 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $445,408 | 3,245 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $445,278 | 3,245 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $440,833 | 3,245 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $396,831 | 3,245 | Shares | Sole | 2023-10-31 | |
| 2020-12-31 | $3,753,013 | 24,774 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||