Position in IBB
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$241,624
+$34,881 QoQ
Shares Held
1,431
+16.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $241,624 | 1,431 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $206,743 | 1,225 | Shares | Sole | 2026-04-09 | |
| No filing history on record for this holder in this stock. | ||||||