Position in IBB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$404,733
-$3,015 QoQ
Shares Held
2,397
-0.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $404,733 | 2,397 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $407,748 | 2,416 | Shares | Defined | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||