Position in IBB
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$30,730
+$14 QoQ
Shares Held
182
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
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 | $30,730 | 182 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $30,716 | 182 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $26,275 | 182 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $42,001 | 332 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $42,462 | 332 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $62,403 | 472 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $164,528 | 1,130 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $155,103 | 1,130 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $155,058 | 1,130 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $348,319 | 2,564 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $913,873 | 7,473 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,069,638 | 8,425 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,302,449 | 10,084 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,345,459 | 10,248 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,200,945 | 10,268 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,213,941 | 10,320 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,403,461 | 10,771 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,574,122 | 10,314 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,640,081 | 10,144 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,538,800 | 9,403 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $533,132 | 3,541 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $536,274 | 3,540 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $444,957 | 3,286 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $411,300 | 3,009 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $286,372 | 2,658 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||