Position in IBB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$256,756
+$36,576 QoQ
Shares Held
1,350
+3.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#218
of 294 holders
Holding Since
Sep 2022
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,756 | 1,350 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $220,180 | 1,304 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $298,385 | 1,768 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $289,461 | 2,005 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $304,003 | 2,403 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $462,870 | 3,619 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $582,517 | 4,406 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $918,153 | 6,306 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,227,927 | 8,946 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,571,443 | 11,452 | Shares | Sole | 2024-05-22 | |
| 2023-12-31 | $1,790,503 | 13,180 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,639,908 | 13,410 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,772,615 | 13,962 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,894,131 | 14,665 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,094,731 | 15,955 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,888,319 | 16,145 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||