Position in IBB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$548,087
+$295,270 QoQ
Shares Held
3,246
+116.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
3 quarters on record
Voting authority
Sole 4%
Shared 23%
None 73%
Common Shares in IBB Over Time
Shares Held
Position Value (USD)
All Filings in IBB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $548,087 | 3,246 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $252,817 | 1,498 | Shares | Other | 2026-02-17 | |
| 2024-09-30 | $145 | 1 | Shares | Other | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||