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GoalVest Advisory LLC

Position in IBB — iShares Biotechnology ETF

CIK 1839307 NEW YORK, NY

Position in IBB

as of Mar 31, 2026 · filed Apr 13, 2026
Position Value
$4,221
+$2 QoQ
Shares Held
25
0.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2023
6 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
6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $4,221 25
2025-12-31 $4,219 25
2025-09-30 $3,609 25
2025-06-30 $3,162 25
2025-03-31 $3,197 25
2023-06-30 $3,427 27