Position in IBB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$2,816,586
+$137,700 QoQ
Shares Held
16,681
+5.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,816,586 | 16,681 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,678,886 | 15,873 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $224,784 | 1,557 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $201,909 | 1,596 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $289,054 | 2,260 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $228,458 | 1,728 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $247,520 | 1,700 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $276,578 | 2,015 | Shares | Sole | 2024-08-13 | |
| 2020-06-30 | $1,120,447 | 8,197 | Shares | Sole | 2020-09-22 | |
| No filing history on record for this holder in this stock. | ||||||