Position in IBB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$114,114
+$12,804 QoQ
Shares Held
600
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#249
of 294 holders
Holding Since
Sep 2023
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,114 | 600 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $101,310 | 600 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $101,262 | 600 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $86,622 | 600 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $75,906 | 600 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $76,740 | 600 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $79,326 | 600 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $87,360 | 600 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $82,356 | 600 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $82,332 | 600 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $81,510 | 600 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $73,374 | 600 | Shares | Sole | 2023-10-19 | |
| No filing history on record for this holder in this stock. | ||||||