Position in IBB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$573,583
+$272 QoQ
Shares Held
3,397
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $573,583 | 3,397 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $573,311 | 3,397 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $490,424 | 3,397 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $455,182 | 3,598 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $460,184 | 3,598 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $475,691 | 3,598 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $523,868 | 3,598 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $493,861 | 3,598 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $486,719 | 3,547 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $481,859 | 3,547 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $433,762 | 3,547 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $405,764 | 3,196 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $412,795 | 3,196 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $465,685 | 3,547 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $416,494 | 3,561 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $418,880 | 3,561 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $463,998 | 3,561 | Shares | Sole | 2022-08-23 | |
| 2021-12-31 | $510,666 | 3,346 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $573,317 | 3,546 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $627,761 | 3,836 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $577,548 | 3,836 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $732,605 | 4,836 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $654,842 | 4,836 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $524,342 | 3,836 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $413,290 | 3,836 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||