Position in IBB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$438,334
+$545 QoQ
Shares Held
2,596
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $438,334 | 2,596 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $437,789 | 2,594 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $374,062 | 2,591 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $327,660 | 2,590 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $331,261 | 2,590 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $342,159 | 2,588 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $376,667 | 2,587 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $354,542 | 2,583 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $354,576 | 2,584 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $350,628 | 2,581 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $315,141 | 2,577 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $327,175 | 2,577 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $332,716 | 2,576 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $338,071 | 2,575 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $300,938 | 2,573 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $302,309 | 2,570 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $334,740 | 2,569 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $391,775 | 2,567 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||