Position in IBB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$336,826
+$61,094 QoQ
Shares Held
1,771
+8.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#187
of 294 holders
Holding Since
Mar 2020
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336,826 | 1,771 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $275,732 | 1,633 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $247,248 | 1,465 | Shares | Sole | 2026-02-05 | |
| 2024-12-31 | $218,278 | 1,651 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $246,209 | 1,691 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $224,557 | 1,636 | Shares | Sole | 2024-07-19 | |
| 2023-03-31 | $225,642 | 1,747 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $288,181 | 2,195 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $483,746 | 4,136 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $484,635 | 4,120 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $595,731 | 4,572 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $391,622 | 2,566 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $433,508 | 2,649 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $387,692 | 2,575 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $389,935 | 2,574 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $339,879 | 2,510 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $286,365 | 2,095 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $213,971 | 1,986 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||