Position in IBB
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$450,322
+$198,349 QoQ
Shares Held
2,667
+78.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
15 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
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $450,322 | 2,667 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $251,973 | 1,493 | Shares | Sole | 2026-01-12 | |
| 2023-12-31 | $238,416 | 1,755 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $214,618 | 1,755 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $222,814 | 1,755 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $246,824 | 1,911 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $262,580 | 2,000 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $233,920 | 2,000 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $235,260 | 2,000 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $260,600 | 2,000 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $763,100 | 5,000 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $887,461 | 5,489 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $979,936 | 5,988 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $924,588 | 6,141 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $891,973 | 5,888 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||