Position in IBB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$282,051
+$43,973 QoQ
Shares Held
1,483
+5.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#206
of 294 holders
Holding Since
Mar 2020
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,051 | 1,483 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $238,078 | 1,410 | Shares | Sole | 2026-05-12 | |
| 2021-09-30 | $24,252 | 150 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $24,547 | 150 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $24,992 | 166 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $3,276,425 | 21,628 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $2,260,534 | 16,694 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $43,194 | 316 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $53,331 | 495 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||