Position in IBB
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$814,532
+$686,267 QoQ
Shares Held
4,824
+534.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.26%
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 | $814,532 | 4,824 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $128,265 | 760 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $109,721 | 760 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $96,147 | 760 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $97,204 | 760 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $197,389 | 1,493 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $110,656 | 760 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $105,964 | 772 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $105,933 | 772 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $104,876 | 772 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $94,407 | 772 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $98,012 | 772 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $99,710 | 772 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,259,726 | 9,595 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,220,594 | 10,436 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $186,325 | 1,584 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $206,395 | 1,584 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $244,649 | 1,603 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $259,172 | 1,603 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $262,330 | 1,603 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $241,347 | 1,603 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,138,143 | 7,513 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $960,056 | 7,090 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $936,462 | 6,851 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $116,682 | 1,083 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||