Position in IBB
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$1,210,654
+$258,285 QoQ
Shares Held
7,170
+27.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,210,654 | 7,170 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $952,369 | 5,643 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $998,751 | 6,918 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,861,341 | 14,713 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,907,628 | 14,915 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,241,752 | 16,956 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,588,768 | 17,780 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,355,381 | 17,160 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,397,233 | 17,470 | Shares | Sole | 2024-05-06 | |
| 2023-09-30 | $655,107 | 5,357 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,676,888 | 28,961 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $3,787,875 | 29,327 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $4,028,239 | 30,682 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $3,707,748 | 31,701 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $4,015,888 | 34,140 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $4,023,012 | 30,875 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||