Position in IBB
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,258,607
+$26,586 QoQ
Shares Held
7,454
+2.1% 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 0%
Shared 100%
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 | $1,258,607 | 7,454 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $1,232,021 | 7,300 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $766,893 | 5,312 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $672,021 | 5,312 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $619,163 | 4,841 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $640,028 | 4,841 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $717,225 | 4,926 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $680,672 | 4,959 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $919,922 | 6,704 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $892,534 | 6,570 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $881,833 | 7,211 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $939,377 | 7,399 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $994,661 | 7,701 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,068,044 | 8,135 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $758,602 | 6,486 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $864,345 | 7,348 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $1,109,374 | 8,514 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $3,238,901 | 21,222 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $4,404,001 | 27,239 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $4,671,061 | 28,543 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $6,909,047 | 45,889 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $6,638,746 | 43,823 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $5,551,403 | 40,997 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $5,644,203 | 41,292 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $2,368,663 | 21,985 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||