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Commonwealth Retirement Investments’s VanEck Biotech ETF BBH Stock Holding History

Commonwealth Retirement Investments’s Portfolio BBH Stock Details BBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,372
Closed -$215K – 96
2024
Q4 		$215K Buy
+1,372
New +$231K 0.09% 98

Other funds holding BBH

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commonwealth Retirement Investments's BBH Position: Q1 2025 in Review

Commonwealth Retirement Investments sold out of VanEck Biotech ETF (BBH) in Q1 2025, closing a stake of 1,372 shares — an estimated $215K sold.

Commonwealth Retirement Investments first reported a position in BBH in Q4 2024 and held it in 1 quarter. The position peaked at $215K in Q4 2024. 104 funds tracked by Wall St. Rank hold BBH as of Q1 2025.

  • Commonwealth Retirement Investments reported no remaining VanEck Biotech ETF position as of Q1 2025 after selling out during the quarter.
  • Commonwealth Retirement Investments sold 1,372 VanEck Biotech ETF shares in Q1 2025, an estimated $215K.
  • Commonwealth Retirement Investments first reported a position in VanEck Biotech ETF in Q4 2024 and held it in 1 quarter.
  • Commonwealth Retirement Investments's VanEck Biotech ETF position peaked at $215K in Q4 2024.
  • 104 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q1 2025.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2025, filed 9 May 2025.