Position in IBB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,046,045
+$117,370 QoQ
Shares Held
5,500
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#129
of 294 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBB Over Time
Shares Held
Position Value (USD)
All Filings in IBB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,046,045 | 5,500 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $928,675 | 5,500 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $928,235 | 5,500 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $649,665 | 4,500 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $253,020 | 2,000 | Shares | Defined | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||