Position in IBB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$64,664
-$227,784 QoQ
Shares Held
340
-80.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#256
of 294 holders
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $64,664 | 340 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $292,448 | 1,732 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $316,443 | 1,875 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $1,403,063 | 10,970 | Shares | Defined | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||