Position in IBB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$289,071
+$17,014 QoQ
Shares Held
1,712
+6.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in IBB Over Time
Shares Held
Position Value (USD)
All Filings in IBB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $289,071 | 1,712 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $272,057 | 1,612 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $235,756 | 1,633 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $203,934 | 1,612 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $206,174 | 1,612 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $208,495 | 1,577 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $223,787 | 1,537 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $217,831 | 1,587 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $217,768 | 1,587 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||