Position in IBB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$458,258
-$104,589 QoQ
Shares Held
2,714
-18.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
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 | $458,258 | 2,714 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $562,847 | 3,335 | Shares | Sole | 2026-02-10 | |
| 2021-09-30 | $212,932 | 1,317 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $245,638 | 1,501 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,281,265 | 8,510 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,341,595 | 8,856 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||