Position in IBB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$125,624
+$10,186 QoQ
Shares Held
744
+8.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
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 | $125,624 | 744 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $115,438 | 684 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $120,404 | 834 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $143,462 | 1,134 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $145,166 | 1,135 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $163,808 | 1,239 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $200,054 | 1,374 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $188,595 | 1,374 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $267,304 | 1,948 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $627,355 | 4,618 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $660,488 | 5,401 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $771,408 | 6,076 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $804,537 | 6,229 | Shares | Sole | 2024-05-20 | |
| 2022-12-31 | $596,450 | 4,543 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $510,530 | 4,365 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $487,811 | 4,147 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $515,597 | 3,957 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $653,366 | 4,281 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $699,912 | 4,329 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $713,514 | 4,360 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $656,441 | 4,360 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $642,014 | 4,238 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $576,982 | 4,261 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $657,478 | 4,810 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $393,358 | 3,651 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||