Position in IBB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$247,627
+$27,785 QoQ
Shares Held
1,302
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#222
of 294 holders
Holding Since
Mar 2021
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,627 | 1,302 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $219,842 | 1,302 | Shares | Sole | 2026-05-12 | |
| 2024-06-30 | $545,471 | 3,974 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $545,312 | 3,974 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $539,867 | 3,974 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $485,980 | 3,974 | Shares | Sole | 2023-11-15 | |
| 2021-03-31 | $273,266 | 1,815 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||