Position in IBB
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$183,539
+$87 QoQ
Shares Held
1,087
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBB Over Time
Shares Held
Position Value (USD)
All Filings in IBB
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $183,539 | 1,087 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $183,452 | 1,087 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $151,011 | 1,046 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $131,823 | 1,042 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $142,992 | 1,118 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $177,425 | 1,342 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $195,540 | 1,343 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $184,340 | 1,343 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $184,286 | 1,343 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $246,296 | 1,813 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $221,711 | 1,813 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $229,416 | 1,807 | Shares | Sole | 2023-08-21 | |
| 2023-03-31 | $172,686 | 1,337 | Shares | Sole | 2023-05-11 | |
| 2022-03-31 | $258,644 | 1,985 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $203,747 | 1,335 | Shares | Other | 2022-03-11 | |
| 2021-09-30 | $204,848 | 1,267 | Shares | Sole | 2021-11-10 | |
| 2021-03-31 | $278,837 | 1,852 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $280,559 | 1,852 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $250,779 | 1,852 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $253,149 | 1,852 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||