Position in IBB
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$171,045
+$76,197 QoQ
Shares Held
1,013
+80.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBB Over Time
Shares Held
Position Value (USD)
All Filings in IBB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $171,045 | 1,013 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $94,848 | 562 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $7,932 | 60 | Shares | Sole | 2025-02-12 | |
| 2023-12-31 | $19,834 | 146 | Shares | Sole | 2024-02-06 | |
| 2021-03-31 | $2,710 | 18 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,726 | 18 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||