Position in IBB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$389,889
+$51,683 QoQ
Shares Held
2,050
+2.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#177
of 294 holders
Holding Since
Jun 2020
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389,889 | 2,050 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $338,206 | 2,003 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $300,916 | 1,783 | Shares | Sole | 2026-02-13 | |
| 2023-03-31 | $1,712,919 | 13,262 | Shares | Sole | 2023-05-15 | |
| 2021-09-30 | $4,235,854 | 26,199 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,338,558 | 14,290 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,170,472 | 14,416 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,185,243 | 14,425 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,113,073 | 15,605 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,270,284 | 16,609 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||