Position in IBB
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$119,545
+$39,549 QoQ
Shares Held
708
+49.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $119,545 | 708 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $79,996 | 474 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $68,431 | 474 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $60,345 | 477 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $61,008 | 477 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $81,573 | 617 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $124,051 | 852 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $181,045 | 1,319 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $65,042 | 474 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $110,446 | 813 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $57,965 | 474 | Shares | Sole | 2023-10-10 | |
| 2023-03-31 | $61,221 | 474 | Shares | Sole | 2023-04-18 | |
| 2022-06-30 | $55,756 | 474 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $178,901 | 1,373 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $209,547 | 1,373 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $247,532 | 1,531 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $210,453 | 1,286 | Shares | Sole | 2021-09-20 | |
| 2021-03-31 | $236,680 | 1,572 | Shares | Sole | 2021-09-20 | |
| No filing history on record for this holder in this stock. | ||||||