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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
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 $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Independent Advisor Alliance's BBH Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in VanEck Biotech ETF (BBH) in Q1 2026: 1,356 shares worth $255K. The stake represents ﹤0.01% of the portfolio and ranks #1400 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in BBH as recently as Q4 2024.

Independent Advisor Alliance first reported a position in BBH in Q4 2024 and has held it in 2 quarters since. 112 funds tracked by Wall St. Rank hold BBH as of Q1 2026.

  • Independent Advisor Alliance held 1,356 shares of VanEck Biotech ETF worth $255K as of Q1 2026.
  • VanEck Biotech ETF was a new Independent Advisor Alliance position in Q1 2026.
  • VanEck Biotech ETF made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1400 holding.
  • Independent Advisor Alliance first reported a position in VanEck Biotech ETF in Q4 2024 and has held it in 2 quarters since.
  • 112 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.