Position in IBB
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$273,537
-$173,197 QoQ
Shares Held
1,620
-38.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $273,537 | 1,620 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $446,734 | 2,647 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $173,099 | 1,199 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $165,854 | 1,311 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $159,363 | 1,246 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $155,875 | 1,179 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $177,486 | 1,219 | Shares | Sole | 2024-11-08 | |
| 2024-03-31 | $180,169 | 1,313 | Shares | Sole | 2024-08-08 | |
| 2022-12-31 | $220,435 | 1,679 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $225,496 | 1,917 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $249,394 | 1,914 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $316,228 | 2,072 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||