GoalVest Advisory’s BBH Select Large Cap ETF BBHL Stock Holding History

GoalVest Advisory’s Portfolio BBHL Stock Details BBHL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$388K	Hold	22,311	–	–	0.07%	90
2026 Q1	$335K	Buy	+22,311	New	+$353K	0.07%	116

Other funds holding BBHL

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

GoalVest Advisory's BBHL Position: Q2 2026 in Review

GoalVest Advisory held its BBH Select Large Cap ETF (BBHL) position steady in Q2 2026 at 22,311 shares worth $388K. The position accounts for 0.07% of the portfolio, ranked #90.

GoalVest Advisory first reported a position in BBHL in Q1 2026 and has held it in 2 quarters since. 2 funds tracked by Wall St. Rank hold BBHL as of Q2 2026.

GoalVest Advisory held 22,311 shares of BBH Select Large Cap ETF worth $388K as of Q2 2026.
GoalVest Advisory left its BBH Select Large Cap ETF share count unchanged in Q2 2026.
BBH Select Large Cap ETF made up 0.07% of GoalVest Advisory's portfolio in Q2 2026, its #90 holding.
GoalVest Advisory first reported a position in BBH Select Large Cap ETF in Q1 2026 and has held it in 2 quarters since.
2 funds tracked by Wall St. Rank held BBH Select Large Cap ETF as of Q2 2026.

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