Position in IBB
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$781,100
+$43,576 QoQ
Shares Held
4,626
+5.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $781,100 | 4,626 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $737,524 | 4,370 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $655,151 | 4,538 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $612,055 | 4,838 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $729,285 | 5,702 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $382,086 | 2,890 | Shares | Sole | 2025-01-06 | |
| No filing history on record for this holder in this stock. | ||||||