Position in IBB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$922,421
+$208,693 QoQ
Shares Held
4,850
+14.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#139
of 294 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $922,421 | 4,850 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $713,728 | 4,227 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $854,820 | 5,065 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $467,181 | 3,236 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||