Position in IBB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,182,259
+$1,669,574 QoQ
Shares Held
16,732
+86.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#78
of 294 holders
Holding Since
Jun 2021
9 quarters on record
Voting authority
Sole 50%
Shared 50%
None 0%
Common Shares in IBB Over Time
Shares Held
Position Value (USD)
All Filings in IBB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,182,259 | 16,732 | Shares | Defined | 2026-08-14 | |
| 2025-12-31 | $1,512,685 | 8,963 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $931,186 | 6,450 | Shares | Defined | 2025-12-09 | |
| 2025-03-31 | $220,371 | 1,723 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $1,371,988 | 9,423 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,654,943 | 12,057 | Shares | Defined | 2024-08-14 | |
| 2023-12-31 | $1,117,230 | 8,224 | Shares | Defined | 2024-02-14 | |
| 2021-12-31 | $223,588 | 1,465 | Shares | Defined | 2022-02-14 | |
| 2021-06-30 | $354,465 | 2,166 | Shares | Defined | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||