GoalVest Advisory’s iShares Biotechnology ETF IBB Stock Holding History

GoalVest Advisory’s Portfolio IBB Stock Details IBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.26K	Hold	25	–	–	﹤0.01%	554
2026 Q2	$4.75K	Hold	25	–	–	﹤0.01%	386
2026 Q1	$4.22K	Hold	25	–	–	﹤0.01%	401
2025 Q4	$4.22K	Hold	25	–	–	﹤0.01%	483
2025 Q3	$3.61K	Hold	25	–	–	﹤0.01%	377
2025 Q2	$3.16K	Hold	25	–	–	﹤0.01%	337
2025 Q1	$3.2K	Buy	+25	New	+$3.39K	﹤0.01%	301
2023 Q3	–	Sell	-27	Closed	-$3.43K	–	478
2023 Q2	$3.43K	Buy	+27	New	+$3.51K	﹤0.01%	323

Other funds holding IBB

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

KIG

Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

GoalVest Advisory's IBB Position: Q3 2026 in Review

GoalVest Advisory held its iShares Biotechnology ETF (IBB) position steady in Q3 2026 at 25 shares worth $5.26K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

GoalVest Advisory first reported a position in IBB in Q2 2023 and has held it in 8 quarters since. 35 funds tracked by Wall St. Rank hold IBB as of Q3 2026.

GoalVest Advisory held 25 shares of iShares Biotechnology ETF worth $5.26K as of Q3 2026.
GoalVest Advisory left its iShares Biotechnology ETF share count unchanged in Q3 2026.
iShares Biotechnology ETF made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #554 holding.
GoalVest Advisory first reported a position in iShares Biotechnology ETF in Q2 2023 and has held it in 8 quarters since.
35 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.