Tyler-Stone Wealth Management’s VanEck Biotech ETF BBH Stock Holding History

Tyler-Stone Wealth Management’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 Q2	$201K	Hold	1,308	–	–	0.03%	321
2025 Q1	$206K	Sell	1,308 -91	-7%	-$14.8K	0.04%	312
2024 Q4	$220K	Sell	1,399 -73	-5%	-$12.3K	0.04%	298
2024 Q3	$261K	Buy	1,472 +652	+80%	+$116K	0.05%	273
2024 Q2	$138K	Hold	820	–	–	0.06%	241
2024 Q1	$136K	Hold	820	–	–	0.06%	238
2023 Q4	$136K	Hold	820	–	–	0.07%	219
2023 Q3	$128K	Hold	820	–	–	0.07%	212
2023 Q2	$128K	Buy	+820	New	+$131K	0.07%	216
2022 Q4	$131K	Hold	820	–	–	0.09%	198
2022 Q3	$115K	Hold	820	–	–	0.09%	198
2022 Q2	$120K	Hold	820	–	–	0.08%	209
2022 Q1	$133K	Hold	820	–	–	0.07%	224
2021 Q4	$155K	Buy	+820	New	+$158K	0.08%	216

Other funds holding BBH

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tyler-Stone Wealth Management's BBH Position: Q2 2025 in Review

Tyler-Stone Wealth Management held its VanEck Biotech ETF (BBH) position steady in Q2 2025 at 1,308 shares worth $201K. The position accounts for 0.03% of the portfolio, ranked #321.

Tyler-Stone Wealth Management first reported a position in BBH in Q4 2021 and has held it in 14 quarters since. The position peaked at $261K in Q3 2024. 98 funds tracked by Wall St. Rank hold BBH as of Q2 2025.

Tyler-Stone Wealth Management held 1,308 shares of VanEck Biotech ETF worth $201K as of Q2 2025.
Tyler-Stone Wealth Management left its VanEck Biotech ETF share count unchanged in Q2 2025.
VanEck Biotech ETF made up 0.03% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #321 holding.
Tyler-Stone Wealth Management first reported a position in VanEck Biotech ETF in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's VanEck Biotech ETF position peaked at $261K in Q3 2024.
98 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.