Position in IBB
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$247,196
-$19,460 QoQ
Shares Held
1,464
-7.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $247,196 | 1,464 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $266,656 | 1,580 | Shares | Sole | 2026-01-21 | |
| 2022-09-30 | $491,816 | 4,205 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $498,751 | 4,240 | Shares | Sole | 2022-10-17 | |
| 2022-03-31 | $547,911 | 4,205 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $642,072 | 4,207 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $631,037 | 3,903 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $605,668 | 3,701 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $556,469 | 3,696 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $563,239 | 3,718 | Shares | Sole | 2021-04-13 | |
| No filing history on record for this holder in this stock. | ||||||