Position in IBB
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$43,394
+$2,890 QoQ
Shares Held
257
+7.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $43,394 | 257 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $40,504 | 240 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $34,648 | 240 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $30,362 | 240 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $30,696 | 240 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $31,730 | 240 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||