Position in IBB
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$455,726
+$66,205 QoQ
Shares Held
2,699
+16.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
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 | $455,726 | 2,699 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $389,521 | 2,308 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $346,343 | 2,399 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $228,477 | 1,806 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $313,227 | 2,449 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $361,329 | 2,733 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $419,328 | 2,880 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $374,445 | 2,728 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $440,476 | 3,210 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $377,934 | 2,782 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $397,197 | 3,248 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $233,860 | 1,842 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $248,503 | 1,924 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $282,142 | 2,149 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $267,487 | 2,287 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $295,957 | 2,516 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $339,170 | 2,603 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $449,313 | 2,944 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $528,370 | 3,268 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $587,339 | 3,589 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $539,456 | 3,583 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $658,981 | 4,350 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $164,658 | 1,216 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $483,882 | 3,540 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $280,447 | 2,603 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||