Position in IBB
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$101,141
+$48 QoQ
Shares Held
599
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $101,141 | 599 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $101,093 | 599 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $86,477 | 599 | Shares | Sole | 2025-10-30 | |
| 2021-12-31 | $282,499 | 1,851 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $299,269 | 1,851 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $302,916 | 1,851 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $278,686 | 1,851 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $280,407 | 1,851 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $226,676 | 1,674 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $228,819 | 1,674 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||