Position in IBB
as of Mar 31, 2026
· filed Apr 6, 2026
Position Value
$369,950
-$21,765 QoQ
Shares Held
2,191
-5.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 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
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $369,950 | 2,191 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $391,715 | 2,321 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $345,766 | 2,395 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $347,016 | 2,743 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $32,358 | 253 | Shares | Sole | 2025-04-15 | |
| 2024-06-30 | $392,014 | 2,856 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $389,018 | 2,835 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $392,606 | 2,890 | Shares | Sole | 2024-01-12 | |
| 2023-06-30 | $857,741 | 6,756 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $838,635 | 6,493 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $4,543,553 | 34,607 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,119,206 | 26,669 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $12,468 | 106 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $1,616 | 10 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,636 | 10 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,505 | 10 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $1,514 | 10 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $1,354 | 10 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,366 | 10 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,693 | 25 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||