Position in IBB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$298,788
+$16,640 QoQ
Shares Held
1,571
-6.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#200
of 294 holders
Holding Since
Sep 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,788 | 1,571 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $282,148 | 1,671 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $297,372 | 1,762 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $287,296 | 1,990 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $245,176 | 1,938 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $204,640 | 1,600 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $200,298 | 1,515 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $209,518 | 1,439 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||