Position in IBB
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$514,317
+$38,049 QoQ
Shares Held
3,046
+7.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $514,317 | 3,046 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $476,268 | 2,822 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $366,988 | 2,542 | Shares | Sole | 2025-10-20 | |
| 2025-03-31 | $77,763 | 608 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $79,326 | 600 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $87,214 | 599 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $100,748 | 734 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $100,719 | 734 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $1,843,277 | 15,073 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,932,331 | 15,220 | Shares | Sole | 2023-12-13 | |
| 2023-03-31 | $1,329,443 | 10,293 | Shares | Sole | 2023-12-13 | |
| No filing history on record for this holder in this stock. | ||||||