Position in IBB
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$396,459
+$34,954 QoQ
Shares Held
2,348
+9.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $396,459 | 2,348 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $361,505 | 2,142 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $309,096 | 2,141 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $264,405 | 2,090 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $242,370 | 1,895 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $229,252 | 1,734 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||