Position in IBB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$484,937
-$28,630 QoQ
Shares Held
2,872
-5.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $484,937 | 2,872 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $513,567 | 3,043 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $429,933 | 2,978 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $388,512 | 3,071 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $382,548 | 2,991 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $437,482 | 3,309 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $500,572 | 3,438 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $475,605 | 3,465 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $306,961 | 2,237 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $368,968 | 2,716 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $331,772 | 2,713 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $344,442 | 2,713 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $354,931 | 2,748 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||