Position in IBB
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$715,924
+$480,828 QoQ
Shares Held
4,240
+204.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $715,924 | 4,240 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $235,096 | 1,393 | Shares | Sole | 2026-01-08 | |
| 2025-03-31 | $252,602 | 1,975 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $261,114 | 1,975 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $287,560 | 1,975 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $267,657 | 1,950 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $267,579 | 1,950 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $264,907 | 1,950 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $238,465 | 1,950 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $247,572 | 1,950 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $251,862 | 1,950 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $256,015 | 1,950 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $228,072 | 1,950 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $229,378 | 1,950 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $254,085 | 1,950 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $307,987 | 2,018 | Shares | Sole | 2022-01-14 | |
| No filing history on record for this holder in this stock. | ||||||