Position in IBB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$310,346
-$284,061 QoQ
Shares Held
1,838
-47.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $310,346 | 1,838 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $594,407 | 3,522 | Shares | Defined | 2026-01-15 | |
| 2023-12-31 | $234,612 | 1,727 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,202,722 | 9,835 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $994,350 | 7,832 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $900,761 | 6,974 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $914,697 | 6,967 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $255,557 | 2,185 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $257,021 | 2,185 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $289,917 | 2,225 | Shares | Sole | 2022-04-08 | |
| 2020-06-30 | $670,054 | 4,902 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $361,898 | 3,359 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||