Position in IBB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$322,672
+$153 QoQ
Shares Held
1,911
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in IBB Over Time
Shares Held
Position Value (USD)
All Filings in IBB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $322,672 | 1,911 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $322,519 | 1,911 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $275,891 | 1,911 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $245,682 | 1,942 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $248,893 | 1,946 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $323,121 | 2,444 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $74,098 | 540 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $73,359 | 540 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $66,036 | 540 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $68,558 | 540 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $69,746 | 540 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $70,896 | 540 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $63,158 | 540 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $134,098 | 1,140 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $148,542 | 1,140 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $91,572 | 600 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $97,008 | 600 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $98,190 | 600 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $90,336 | 600 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $147,702 | 975 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $144,211 | 1,065 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $94,316 | 690 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $74,340 | 690 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||