Position in IBB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$325,224
+$43,245 QoQ
Shares Held
1,710
+2.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#193
of 294 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,224 | 1,710 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $281,979 | 1,670 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $279,145 | 1,654 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $234,456 | 1,624 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $304,003 | 2,403 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $399,431 | 3,123 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $460,751 | 3,485 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $692,764 | 4,758 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $922,112 | 6,718 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,055,084 | 7,689 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $659,551 | 4,855 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $763,456 | 6,243 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $519,774 | 4,094 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $612,605 | 4,743 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $658,156 | 5,013 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $586,086 | 5,011 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $349,008 | 2,967 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $353,634 | 2,714 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $394,675 | 2,586 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $439,284 | 2,717 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $398,160 | 2,433 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $396,123 | 2,631 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $396,297 | 2,616 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $384,293 | 2,838 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $383,005 | 2,802 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $226,254 | 2,100 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||