Position in IBB
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$165,135
+$9,867 QoQ
Shares Held
978
+6.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $165,135 | 978 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $155,268 | 920 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $132,820 | 920 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $116,389 | 920 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $125,086 | 978 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $129,169 | 977 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $142,251 | 977 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $134,103 | 977 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $141,885 | 1,034 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $120,091 | 884 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $5,625 | 46 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $5,840 | 46 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,941 | 46 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,039 | 46 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||