Position in IBB
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$30,393
+$15 QoQ
Shares Held
180
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $30,393 | 180 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $30,378 | 180 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $25,986 | 180 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $22,771 | 180 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $23,022 | 180 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $23,797 | 180 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $26,208 | 180 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $65,884 | 480 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $65,865 | 480 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $24,453 | 180 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $58,699 | 480 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $60,940 | 480 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $61,996 | 480 | Shares | Sole | 2023-05-23 | |
| 2022-12-31 | $63,019 | 480 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $56,140 | 480 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $56,462 | 480 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $62,544 | 480 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $73,257 | 480 | Shares | Sole | 2022-03-09 | |
| 2021-09-30 | $77,606 | 480 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $78,552 | 480 | Shares | Sole | 2021-08-23 | |
| 2021-03-31 | $72,268 | 480 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $72,715 | 480 | Shares | Sole | 2021-02-25 | |
| 2020-09-30 | $64,996 | 480 | Shares | Sole | 2020-11-30 | |
| 2020-06-30 | $65,611 | 480 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $51,715 | 480 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||