Position in IBB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$281,135
+$202,151 QoQ
Shares Held
1,665
+255.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
19 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
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $281,135 | 1,665 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $78,984 | 468 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $82,104 | 649 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $83,007 | 649 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $86,333 | 653 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $95,076 | 653 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $75,767 | 552 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $9,879 | 72 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,237 | 68 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $8,315 | 68 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,633 | 68 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,782 | 68 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $8,927 | 68 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $16,374 | 140 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $16,468 | 140 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $18,242 | 140 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $21,366 | 140 | Shares | Sole | 2022-02-08 | |
| 2020-12-31 | $10,604 | 70 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $19,092 | 141 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||