Position in IBB
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$344,791
+$30,879 QoQ
Shares Held
2,042
+9.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
7 quarters on record
Common Shares in IBB Over Time
Shares Held
Position Value (USD)
All Filings in IBB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $344,791 | 2,042 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $313,912 | 1,860 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $269,250 | 1,865 | Shares | Defined | 2025-10-27 | |
| 2021-06-30 | $31,420 | 192 | Shares | Defined | 2021-08-09 | |
| 2021-03-31 | $10,840 | 72 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $10,907 | 72 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $9,749 | 72 | Shares | Defined | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||