YHB Investment Advisors, Inc. quarter change: USA ETF, Unchanged
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).
- IYW: Country of operation —; Class U.S. TECH ETF; Shares 2026-03-31 1,418; Shares 2026-06-30 1,418.
- EUSA: Country of operation —; Class MSCI EQUAL WEITE; Shares 2026-03-31 7,700; Shares 2026-06-30 7,700.
- IJT: Country of operation —; Class S&P SML 600 GWT; Shares 2026-03-31 2,346; Shares 2026-06-30 2,346.
- FBCG: Country of operation —; Class BLUE CHIP GRWTH; Shares 2026-03-31 5,785; Shares 2026-06-30 5,785.
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.
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