Position in IBB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$339,557
+$12,819 QoQ
Shares Held
2,011
+3.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $339,557 | 2,011 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $326,738 | 1,936 | Shares | Sole | 2026-02-19 | |
| 2024-03-31 | $461,196 | 3,361 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $518,811 | 3,819 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $541,133 | 4,425 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $544,404 | 4,288 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $502,044 | 3,887 | Shares | Sole | 2023-06-07 | |
| No filing history on record for this holder in this stock. | ||||||