Position in IBB
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$293,967
-$78,677 QoQ
Shares Held
1,741
-21.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
12 quarters on record
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 | $293,967 | 1,741 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $372,644 | 2,208 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $318,047 | 2,203 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $328,040 | 2,593 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $935,588 | 7,315 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $271,955 | 2,057 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $3,519 | 481,413 | Shares | Sole | 2024-04-12 | |
| 2023-09-30 | $1,039,709 | 8,502 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $1,087,031 | 8,562 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,088,173 | 8,425 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,120,691 | 8,536 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,168,547 | 9,991 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||