Position in IBB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$292,110
-$7,456 QoQ
Shares Held
1,730
-2.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $292,110 | 1,730 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $299,566 | 1,775 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $256,256 | 1,775 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $208,741 | 1,650 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $211,035 | 1,650 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $380,368 | 2,877 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $249,267 | 1,712 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $214,400 | 1,562 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $297,081 | 2,165 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $268,167 | 1,974 | Shares | Sole | 2024-02-06 | |
| 2021-03-31 | $537,348 | 3,569 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $721,849 | 4,765 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||