Position in IBB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$417,566
+$198 QoQ
Shares Held
2,473
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
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 | $417,566 | 2,473 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $417,368 | 2,473 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $356,882 | 2,472 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $312,606 | 2,471 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $316,040 | 2,471 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $326,690 | 2,471 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $359,632 | 2,470 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $338,894 | 2,469 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $338,796 | 2,469 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $335,277 | 2,468 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $301,689 | 2,467 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $313,210 | 2,467 | Shares | Sole | 2023-12-11 | |
| 2023-03-31 | $318,637 | 2,467 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $330,588 | 2,518 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $288,189 | 2,464 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $292,192 | 2,484 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $323,665 | 2,484 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $378,955 | 2,483 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $401,451 | 2,483 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $406,342 | 2,483 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $373,689 | 2,482 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $375,998 | 2,482 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $373,867 | 2,761 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $363,732 | 2,661 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $286,588 | 2,660 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||