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Sound Income Strategies’s VanEck Biotech ETF BBH Stock Holding History

Sound Income Strategies’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
-28
Closed -$5.3K – 654
2026
Q1 		$5.3K Hold
28
– – ﹤0.01% 1793
2025
Q4 		$5.34K Buy
+28
New +$5.18K ﹤0.01% 1772

Other funds holding BBH

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
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
PPWM
Paragon Private Wealth Management Lexington, Kentucky $383M AUM 36.18% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sound Income Strategies's BBH Position: Q2 2026 in Review

Sound Income Strategies sold out of VanEck Biotech ETF (BBH) in Q2 2026, closing a stake of 28 shares — an estimated $5.3K sold.

Sound Income Strategies first reported a position in BBH in Q4 2025 and held it in 2 quarters. The position peaked at $5.34K in Q4 2025. 84 funds tracked by Wall St. Rank hold BBH as of Q2 2026.

  • Sound Income Strategies reported no remaining VanEck Biotech ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 28 VanEck Biotech ETF shares in Q2 2026, an estimated $5.3K.
  • Sound Income Strategies first reported a position in VanEck Biotech ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's VanEck Biotech ETF position peaked at $5.34K in Q4 2025.
  • 84 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.