Balance Wealth’s Portfolio Building Block World Pharma and Biotech Index ETF PBPH Stock Holding History

Balance Wealth’s Portfolio PBPH Stock Details PBPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$12.4K	Buy	+438	New	+$12.3K	﹤0.01%	526

Other funds holding PBPH

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

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Carolina Wealth Advisors Myrtle Beach, South Carolina $263M AUM 16.19% 1-Year Est. Return

Balance Wealth's PBPH Position: Q3 2026 in Review

Balance Wealth opened a new position in Portfolio Building Block World Pharma and Biotech Index ETF (PBPH) in Q3 2026: 438 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #526 among its holdings.

4 funds tracked by Wall St. Rank hold PBPH as of Q3 2026.

Balance Wealth held 438 shares of Portfolio Building Block World Pharma and Biotech Index ETF worth $12.4K as of Q3 2026.
Portfolio Building Block World Pharma and Biotech Index ETF was a new Balance Wealth position in Q3 2026.
Portfolio Building Block World Pharma and Biotech Index ETF made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #526 holding.
4 funds tracked by Wall St. Rank held Portfolio Building Block World Pharma and Biotech Index ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.