Position in IBB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,512,390
+$906,036 QoQ
Shares Held
7,952
+89.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#114
of 294 holders
Holding Since
Dec 2024
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,512,390 | 7,952 | Shares | Sole | 2026-08-13 | |
| 2025-09-30 | $606,354 | 4,200 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $531,342 | 4,200 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $537,180 | 4,200 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $687,492 | 5,200 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||