Position in IBB
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$218,660
-$572 QoQ
Shares Held
1,295
-0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $218,660 | 1,295 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $219,232 | 1,299 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $202,118 | 1,400 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $208,361 | 1,647 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $215,127 | 1,682 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $222,773 | 1,685 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $245,627 | 1,687 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $250,774 | 1,827 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $251,524 | 1,833 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $250,643 | 1,845 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $227,703 | 1,862 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $237,923 | 1,874 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $258,707 | 2,003 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $266,781 | 2,032 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $244,446 | 2,090 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $258,786 | 2,200 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $304,771 | 2,339 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $369,950 | 2,424 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $378,331 | 2,340 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $385,068 | 2,353 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $351,105 | 2,332 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $367,817 | 2,428 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $337,983 | 2,496 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $287,049 | 2,100 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $214,618 | 1,992 | Shares | Sole | 2020-04-06 | |
| No filing history on record for this holder in this stock. | ||||||