Position in IBB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$207,178
+$98 QoQ
Shares Held
1,227
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $207,178 | 1,227 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $207,080 | 1,227 | Shares | Sole | 2026-01-12 | |
| 2022-12-31 | $390,325 | 2,973 | Shares | Sole | 2023-01-25 | |
| 2022-06-30 | $216,792 | 1,843 | Shares | Sole | 2022-07-22 | |
| 2021-12-31 | $44,870 | 294 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $47,533 | 294 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $111,445 | 681 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $102,531 | 681 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $103,164 | 681 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $122,681 | 906 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $1,498,942 | 10,966 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $1,228,343 | 11,401 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||