Position in IBB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$269,146
-$757,650 QoQ
Shares Held
1,594
-73.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $269,146 | 1,594 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,026,796 | 6,084 | Shares | Sole | 2026-01-23 | |
| 2023-06-30 | $213,038 | 1,678 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $263,873 | 2,043 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $271,113 | 2,065 | Shares | Sole | 2023-01-05 | |
| 2021-03-31 | $2,872,383 | 19,078 | Shares | Sole | 2021-04-13 | |
| No filing history on record for this holder in this stock. | ||||||