Position in IBB
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$310,177
-$28,206 QoQ
Shares Held
1,837
-8.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 63%
Shared 37%
None 0%
Common Shares in IBB Over Time
Shares Held
Position Value (USD)
All Filings in IBB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $310,177 | 1,837 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $338,383 | 2,005 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $594,082 | 4,115 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $681,003 | 5,383 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $688,485 | 5,383 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $731,517 | 5,533 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $816,524 | 5,608 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $793,774 | 5,783 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,406,916 | 10,253 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,396,945 | 10,283 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,262,277 | 10,322 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,329,525 | 10,472 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,353,467 | 10,479 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,395,480 | 10,629 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,250,302 | 10,690 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,257,464 | 10,690 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,392,907 | 10,690 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,625,403 | 10,650 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,641,052 | 10,150 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,663,501 | 10,165 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,529,689 | 10,160 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $1,537,622 | 10,150 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $1,413,680 | 10,440 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,448,230 | 10,595 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,308,501 | 12,145 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||