Position in IBB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,332,592
+$200,390 QoQ
Shares Held
19,737
+6.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.36%
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 | $3,332,592 | 19,737 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,132,202 | 18,559 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $601,301 | 4,165 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $680,244 | 5,377 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $873,173 | 6,827 | Shares | Sole | 2025-08-25 | |
| 2024-12-31 | $257,809 | 1,950 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $283,920 | 1,950 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $267,657 | 1,950 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $267,579 | 1,950 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $264,907 | 1,950 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $238,465 | 1,950 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $247,572 | 1,950 | Shares | Sole | 2023-08-17 | |
| 2023-03-31 | $251,862 | 1,950 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $256,015 | 1,950 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $228,072 | 1,950 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $229,378 | 1,950 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $254,085 | 1,950 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $297,609 | 1,950 | Shares | Sole | 2022-05-20 | |
| 2021-09-30 | $315,276 | 1,950 | Shares | Sole | 2022-05-20 | |
| 2021-06-30 | $319,117 | 1,950 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $293,592 | 1,950 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $295,405 | 1,950 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $264,049 | 1,950 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $266,545 | 1,950 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $210,093 | 1,950 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||