Position in IBB
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$929,181
+$266,084 QoQ
Shares Held
5,503
+40.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $929,181 | 5,503 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $663,097 | 3,929 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $279,933 | 1,939 | Shares | Sole | 2025-11-05 | |
| 2024-09-30 | $381,035 | 2,617 | Shares | Sole | 2024-10-21 | |
| 2022-12-31 | $5,000,310 | 38,086 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $307,721 | 2,631 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $300,309 | 2,553 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $380,215 | 2,918 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $654,739 | 4,290 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $716,242 | 4,430 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $724,969 | 4,430 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $954,098 | 6,337 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $978,928 | 6,462 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $687,205 | 5,075 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $487,436 | 3,566 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $390,665 | 3,626 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||