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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

GoalVest Advisory's IBB Position: Q2 2026 in Review

GoalVest Advisory held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 25 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

GoalVest Advisory first reported a position in IBB in Q2 2023 and has held it in 7 quarters since. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

GoalVest Advisory held 25 shares of iShares Biotechnology ETF worth $4.75K as of Q2 2026.
GoalVest Advisory left its iShares Biotechnology ETF share count unchanged in Q2 2026.
iShares Biotechnology ETF made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #386 holding.
GoalVest Advisory first reported a position in iShares Biotechnology ETF in Q2 2023 and has held it in 7 quarters since.
954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.