Position in IBB
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$826,351
+$227,049 QoQ
Shares Held
4,894
+37.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $826,351 | 4,894 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $599,302 | 3,551 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $479,597 | 3,322 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $451,640 | 3,570 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||