Position in IBB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,585,670
+$10,034 QoQ
Shares Held
9,391
+0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in IBB Over Time
Shares Held
Position Value (USD)
All Filings in IBB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,585,670 | 9,391 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,575,636 | 9,336 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,351,736 | 9,363 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $940,601 | 7,435 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,002,991 | 7,842 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $995,541 | 7,530 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,257,984 | 8,640 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $916,210 | 6,675 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,133,711 | 8,262 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,153,909 | 8,494 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $411,505 | 3,365 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $467,212 | 3,680 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $532,268 | 4,121 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $536,582 | 4,087 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $332,400 | 2,842 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $310,778 | 2,642 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,360,983 | 10,445 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $394,827 | 2,587 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||