Position in IBB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$488,651
+$7,151 QoQ
Shares Held
2,894
+1.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 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
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $488,651 | 2,894 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $481,500 | 2,853 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $311,406 | 2,157 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $274,526 | 2,170 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $243,521 | 1,904 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $272,352 | 2,060 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $284,793 | 1,956 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $286,324 | 2,086 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $286,240 | 2,086 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $283,247 | 2,085 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $290,927 | 2,379 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $302,037 | 2,379 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $369,914 | 2,864 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $383,891 | 2,924 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $366,669 | 3,135 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $400,883 | 3,408 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $533,057 | 4,091 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $666,338 | 4,366 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $525,783 | 3,252 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $530,226 | 3,240 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $599,228 | 3,980 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $464,922 | 3,069 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $370,346 | 2,735 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $349,789 | 2,559 | Shares | Sole | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||