Position in IBB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$742,940
+$352 QoQ
Shares Held
4,400
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $742,940 | 4,400 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $742,588 | 4,400 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $635,228 | 4,400 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $556,644 | 4,400 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $739,134 | 5,779 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $764,041 | 5,779 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $841,422 | 5,779 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $411,780 | 3,000 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $205,830 | 1,500 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $203,775 | 1,500 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||