Position in IBB
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$673,542
+$488 QoQ
Shares Held
3,989
+0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.42%
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 | $673,542 | 3,989 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $673,054 | 3,988 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $575,603 | 3,987 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $541,209 | 4,278 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $547,156 | 4,278 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $565,462 | 4,277 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $622,585 | 4,276 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $586,649 | 4,274 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $586,615 | 4,275 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $580,622 | 4,274 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $522,422 | 4,272 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $542,373 | 4,272 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $551,771 | 4,272 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $381,660 | 2,907 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||