YHB Investment Advisors, Inc. quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, YHB Investment Advisors, Inc. opened 33 positions, added to 38, reduced 30, sold out of 23 and left 8 unchanged. The largest increase in value was EAGL (+$11,175,697); the largest decrease was EAGL (-$9,689,318).
- IJR: Country of operation —; Class CORE S&P SCP ETF; Shares 2026-03-31 136,684; Shares 2026-06-30 136,354.
- SPY: Country of operation —; Class TR UNIT; Shares 2026-03-31 29,462; Shares 2026-06-30 29,237.
- IWB: Country of operation —; Class RUS 1000 ETF; Shares 2026-03-31 40,625; Shares 2026-06-30 40,621.
- JPST: Country of operation —; Class ULTRA SHRT ETF; Shares 2026-03-31 444,095; Shares 2026-06-30 411,749.
Two Form 13F-HR filings compared (SEC CIK 1469219): 2026-03-31 (filed 2026-04-13) and 2026-06-30 (filed 2026-07-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
IJR
ISHARES TR | | CORE S&P SCP ETF | 136,684 | 136,354 | -330 | $16,991,189 | $20,222,678 | +$3,231,489 |
|---|
SPY
STATE STR SPDR S&P 500 ETF T | | TR UNIT | 29,462 | 29,237 | -225 | $19,160,441 | $21,833,004 | +$2,672,563 |
|---|
IWB
ISHARES TR | | RUS 1000 ETF | 40,625 | 40,621 | -4 | $14,485,205 | $16,634,278 | +$2,149,073 |
|---|
JPST
J P MORGAN EXCHANGE TRADED F | | ULTRA SHRT ETF | 444,095 | 411,749 | -32,346 | $22,475,659 | $20,822,124 | -$1,653,535 |
|---|
SCHG
SCHWAB STRATEGIC TR | | US LCAP GR ETF | 459,831 | 443,638 | -16,193 | $13,394,865 | $15,012,702 | +$1,617,837 |
|---|
IWM
ISHARES TR | | RUSSELL 2000 ETF | 26,143 | 25,841 | -302 | $6,483,464 | $7,763,928 | +$1,280,464 |
|---|
IEFA
ISHARES TR | | CORE MSCI EAFE | 154,107 | 153,211 | -896 | $13,951,307 | $14,797,118 | +$845,811 |
|---|
QQQ
INVESCO QQQ TR | | UNIT SER 1 | 9,306 | 7,955 | -1,351 | $5,371,432 | $5,858,311 | +$486,879 |
|---|
SCHB
SCHWAB STRATEGIC TR | | US BRD MKT ETF | 105,412 | 104,866 | -546 | $2,645,851 | $3,036,916 | +$391,065 |
|---|
MOAT
VANECK ETF TRUST | | MRNGSTR WDE MOAT | 30,184 | 24,434 | -5,750 | $2,918,828 | $2,540,196 | -$378,632 |
|---|
VV
VANGUARD INDEX FDS | | LARGE CAP ETF | 8,971 | 8,846 | -125 | $2,680,983 | $3,042,228 | +$361,245 |
|---|
MUNI
PIMCO ETF TR | | INTER MUN BD ACT | 29,782 | 25,240 | -4,542 | $1,554,323 | $1,327,624 | -$226,699 |
|---|
GSLC
GOLDMAN SACHS ETF TR | | ACTIVEBETA US LG | 15,921 | 15,464 | -457 | $1,992,142 | $2,194,125 | +$201,983 |
|---|
EEM
ISHARES TR | | MSCI EMG MKT ETF | 17,180 | 17,055 | -125 | $975,670 | $1,166,754 | +$191,084 |
|---|
VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 10,745 | 9,806 | -939 | $3,447,182 | $3,628,788 | +$181,606 |
|---|
JGRO
J P MORGAN EXCHANGE TRADED F | | ACTIVE GROWTH | 12,066 | 12,049 | -17 | $1,019,850 | $1,187,948 | +$168,098 |
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VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 10,583 | 9,420 | -1,163 | $6,323,957 | $6,469,445 | +$145,488 |
|---|
PBE
INVESCO EXCHANGE TRADED FD T | | BIOTECHNOLOGY | 24,386 | 23,136 | -1,250 | $1,930,883 | $2,074,110 | +$143,227 |
|---|
EEMV
ISHARES INC | | MSCI EMERG MRKT | 29,906 | 27,316 | -2,590 | $1,935,815 | $2,056,348 | +$120,533 |
|---|
IQLT
ISHARES TR | | MSCI INTL QUALTY | 57,210 | 54,978 | -2,232 | $2,644,818 | $2,724,160 | +$79,342 |
|---|
ACWI
ISHARES TR | | MSCI ACWI ETF | 7,545 | 7,120 | -425 | $1,044,002 | $1,117,626 | +$73,624 |
|---|
VEU
VANGUARD INTL EQUITY INDEX F | | ALLWRLD EX US | 8,098 | 8,096 | -2 | $608,184 | $678,040 | +$69,856 |
|---|
EFA
ISHARES TR | | MSCI EAFE ETF | 5,313 | 5,288 | -25 | $516,078 | $549,346 | +$33,268 |
|---|
VB
VANGUARD INDEX FDS | | SMALL CP ETF | 822 | 802 | -20 | $215,298 | $243,102 | +$27,804 |
|---|
USRT
ISHARES TR | | CRE U S REIT ETF | 5,873 | 5,605 | -268 | $347,623 | $372,452 | +$24,829 |
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MDY
STATE STR SPDR S&P MIDCAP 40 | | UTSER1 S&PDCRP | 325 | 315 | -10 | $200,447 | $221,552 | +$21,105 |
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VIG
VANGUARD SPECIALIZED FUNDS | | DIV APP ETF | 2,913 | 2,572 | -341 | $626,470 | $608,587 | -$17,883 |
|---|
VCSH
VANGUARD SCOTTSDALE FDS | | SHRT TRM CORP BD | 15,443 | 15,383 | -60 | $1,224,162 | $1,215,741 | -$8,421 |
|---|
VTV
VANGUARD INDEX FDS | | VALUE ETF | 1,177 | 1,077 | -100 | $230,927 | $234,711 | +$3,784 |
|---|
GSY
INVESCO ACTIVELY MANAGED EXC | | ULTRA SHRT DUR | 24,267 | 24,213 | -54 | $1,216,262 | $1,214,282 | -$1,980 |
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