Position in IBB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$513,304
-$142,367 QoQ
Shares Held
3,040
-21.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $513,304 | 3,040 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $655,671 | 3,885 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||