Position in IBB
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$219,505
+$104 QoQ
Shares Held
1,300
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $219,505 | 1,300 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $219,401 | 1,300 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $10,379,085 | 81,150 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,240,635 | 32,075 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $526,780 | 3,618 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $237,871 | 1,733 | Shares | Sole | 2024-07-19 | |
| 2022-09-30 | $4,509,860 | 38,559 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $4,510,875 | 38,348 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $4,829,308 | 37,063 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $3,324,368 | 21,782 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,313,146 | 20,492 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $3,194,775 | 19,522 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,869,221 | 19,057 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,636,228 | 17,402 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,266,898 | 16,741 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,065,385 | 15,110 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||