IAA
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Independent Advisor Alliance’s VanEck Biotech ETF BBH Stock Holding History

Independent Advisor Alliance’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
2026
Q2 		– Sell
-1,356
Closed -$255K – 1077
2026
Q1 		$255K Buy
+1,356
New +$261K ﹤0.01% 1400
2025
Q1 		– Sell
-1,595
Closed -$250K – 834
2024
Q4 		$250K Buy
+1,595
New +$268K ﹤0.01% 1204

Other funds holding BBH

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Independent Advisor Alliance's BBH Position: Q2 2026 in Review

Independent Advisor Alliance sold out of VanEck Biotech ETF (BBH) in Q2 2026, closing a stake of 1,356 shares — an estimated $255K sold.

Independent Advisor Alliance first reported a position in BBH in Q4 2024 and held it in 2 quarters. The position peaked at $255K in Q1 2026. 110 funds tracked by Wall St. Rank hold BBH as of Q2 2026.

  • Independent Advisor Alliance reported no remaining VanEck Biotech ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 1,356 VanEck Biotech ETF shares in Q2 2026, an estimated $255K.
  • Independent Advisor Alliance first reported a position in VanEck Biotech ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's VanEck Biotech ETF position peaked at $255K in Q1 2026.
  • 110 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.