Position in IBB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$249,339
+$27,977 QoQ
Shares Held
1,311
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#220
of 294 holders
Holding Since
Mar 2023
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,339 | 1,311 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $221,362 | 1,311 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $220,751 | 1,308 | Shares | Sole | 2026-01-29 | |
| 2023-09-30 | $762,233 | 6,233 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $791,341 | 6,233 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $805,054 | 6,233 | Shares | Sole | 2023-04-27 | |
| No filing history on record for this holder in this stock. | ||||||