Position in IBB
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$10,131
+$5 QoQ
Shares Held
60
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
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 | $10,131 | 60 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $10,126 | 60 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $8,662 | 60 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $7,590 | 60 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $7,674 | 60 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $7,932 | 60 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $8,736 | 60 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $8,235 | 60 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $20,583 | 150 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $20,377 | 150 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $18,343 | 150 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $19,044 | 150 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $19,374 | 150 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $19,693 | 150 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $17,544 | 150 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $17,644 | 150 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $19,545 | 150 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $22,893 | 150 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $24,252 | 150 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $24,547 | 150 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $22,584 | 150 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $23,632 | 156 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $21,123 | 156 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $21,323 | 156 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $16,807 | 156 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||