Position in IBB
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$610,223
+$13,115 QoQ
Shares Held
3,614
+2.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $610,223 | 3,614 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $597,108 | 3,538 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $518,577 | 3,592 | Shares | Sole | 2025-11-06 | |
| 2023-03-31 | $234,425 | 1,815 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $729,184 | 5,554 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $201,970 | 1,717 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $276,496 | 2,122 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $324,470 | 2,126 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $355,857 | 2,201 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $343,174 | 2,097 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $315,724 | 2,097 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $294,496 | 1,944 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $237,509 | 1,754 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $254,926 | 1,865 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||