Position in IBB
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$485,950
+$21,833 QoQ
Shares Held
2,878
+4.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Common Shares in IBB Over Time
Shares Held
Position Value (USD)
All Filings in IBB
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $485,950 | 2,878 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $464,117 | 2,750 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $274,303 | 1,900 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $396,355 | 3,133 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $471,951 | 3,690 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $565,065 | 4,274 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $375,065 | 2,576 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $310,207 | 2,260 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $324,799 | 2,367 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $245,345 | 1,806 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $285,424 | 2,334 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $239,954 | 1,890 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $524,777 | 4,063 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $444,547 | 3,386 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $488,308 | 4,175 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $568,388 | 4,832 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $748,443 | 5,744 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,102,832 | 7,226 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,043,482 | 6,454 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,003,010 | 6,129 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $992,642 | 6,593 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||