Position in IBB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$291,561
+$32,714 QoQ
Shares Held
1,533
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#204
of 294 holders
Holding Since
Jun 2020
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,561 | 1,533 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $258,847 | 1,533 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $258,724 | 1,533 | Shares | Sole | 2026-02-17 | |
| 2024-09-30 | $308,526 | 2,119 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $294,148 | 2,143 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $327,955 | 2,390 | Shares | Sole | 2024-05-15 | |
| 2021-12-31 | $223,740 | 1,466 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $291,347 | 1,802 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $321,081 | 1,962 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $534,456 | 3,528 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $342,545 | 2,506 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||