Position in IBB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$325,415
+$32,292 QoQ
Shares Held
1,711
-1.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#192
of 294 holders
Holding Since
Jun 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,415 | 1,711 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $293,123 | 1,736 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $300,748 | 1,782 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $260,010 | 1,801 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $233,410 | 1,845 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $219,732 | 1,718 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $250,273 | 1,893 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $276,203 | 1,897 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $264,225 | 1,925 | Shares | Sole | 2024-07-25 | |
| No filing history on record for this holder in this stock. | ||||||