Position in IBB
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$1,473,385
-$19,385 QoQ
Shares Held
8,726
-1.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,473,385 | 8,726 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,492,770 | 8,845 | Shares | Sole | 2026-01-14 | |
| 2024-09-30 | $688,396 | 4,728 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $937,348 | 6,829 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||