Position in IBB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$796,634
+$378 QoQ
Shares Held
4,718
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
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 | $796,634 | 4,718 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $796,256 | 4,718 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $119,393 | 827 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $104,497 | 826 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $77,123 | 603 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $79,722 | 603 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $87,796 | 603 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $82,630 | 602 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $82,606 | 602 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $122,808 | 904 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $73,374 | 600 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $76,176 | 600 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $77,496 | 600 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $78,774 | 600 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $69,942 | 598 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $69,284 | 589 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $76,746 | 589 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $89,893 | 589 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $95,067 | 588 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $96,226 | 588 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $88,378 | 587 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $115,586 | 763 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $103,317 | 763 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $104,294 | 763 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $81,990 | 761 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||