Position in IBB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$135,080
+$64 QoQ
Shares Held
800
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 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
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $135,080 | 800 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $135,016 | 800 | Shares | Sole | 2026-02-13 | |
| 2024-09-30 | $61,152 | 420 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $57,649 | 420 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $57,632 | 420 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $57,057 | 420 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $51,361 | 420 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $21,182 | 164 | Shares | Sole | 2023-05-11 | |
| 2022-09-30 | $4,678 | 40 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $9,998 | 85 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $11,075 | 85 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $28,234 | 185 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $29,910 | 185 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $30,275 | 185 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $27,853 | 185 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $28,025 | 185 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $25,050 | 185 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $140,107 | 1,025 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $36,092 | 335 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||