Position in IBB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$368,968
+$153,178 QoQ
Shares Held
1,940
+51.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#182
of 294 holders
Holding Since
Dec 2020
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $368,968 | 1,940 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $215,790 | 1,278 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $217,544 | 1,289 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $274,020 | 2,166 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $282,659 | 2,210 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $287,821 | 2,177 | Shares | Sole | 2025-04-22 | |
| 2024-09-30 | $334,297 | 2,296 | Shares | Sole | 2025-04-22 | |
| 2024-06-30 | $315,148 | 2,296 | Shares | Sole | 2025-04-22 | |
| 2024-03-31 | $321,918 | 2,346 | Shares | Sole | 2025-04-22 | |
| 2023-12-31 | $346,009 | 2,547 | Shares | Sole | 2025-04-22 | |
| 2022-03-31 | $463,216 | 3,555 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $610,174 | 3,998 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $536,292 | 3,317 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $564,101 | 3,447 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $505,429 | 3,357 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $484,768 | 3,200 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||