Position in IBB
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$118,195
+$56 QoQ
Shares Held
700
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $118,195 | 700 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $118,139 | 700 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $107,122 | 742 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $91,340 | 722 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $66,380 | 519 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $68,616 | 519 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $75,566 | 519 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $71,237 | 519 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $71,217 | 519 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $57,192 | 421 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $44,513 | 364 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $42,277 | 333 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $41,072 | 318 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $41,750 | 318 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $37,193 | 318 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $37,406 | 318 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $41,435 | 318 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $38,155 | 250 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $40,420 | 250 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $40,912 | 250 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $117 | 17,616 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $2,120 | 14 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||