Position in IBB
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$253,275
+$120 QoQ
Shares Held
1,500
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $253,275 | 1,500 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $253,155 | 1,500 | Shares | Sole | 2026-04-22 | |
| 2025-09-30 | $216,555 | 1,500 | Shares | Sole | 2026-04-22 | |
| 2024-09-30 | $218,400 | 1,500 | Shares | Sole | 2026-04-22 | |
| 2021-12-31 | $228,930 | 1,500 | Shares | Sole | 2026-04-22 | |
| 2021-09-30 | $242,520 | 1,500 | Shares | Sole | 2026-04-22 | |
| 2021-06-30 | $245,475 | 1,500 | Shares | Sole | 2026-04-22 | |
| 2021-03-31 | $225,840 | 1,500 | Shares | Sole | 2026-04-22 | |
| 2020-12-31 | $227,235 | 1,500 | Shares | Sole | 2026-04-22 | |
| 2020-09-30 | $203,115 | 1,500 | Shares | Sole | 2026-04-22 | |
| 2020-06-30 | $205,035 | 1,500 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||