Position in IBB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$637,071
+$37,938 QoQ
Shares Held
3,773
+6.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $637,071 | 3,773 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $599,133 | 3,550 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $560,011 | 3,879 | Shares | Sole | 2025-12-23 | |
| 2025-06-30 | $587,385 | 4,643 | Shares | Sole | 2025-12-29 | |
| 2025-03-31 | $630,035 | 4,926 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $667,263 | 5,047 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $707,616 | 4,860 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $442,800 | 3,226 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $518,554 | 3,779 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $524,788 | 3,863 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $499,310 | 4,083 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $513,934 | 4,048 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $569,337 | 4,408 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $699,775 | 5,330 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,111,128 | 18,050 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,718,429 | 23,110 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,906,028 | 14,628 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||