1620 Investment Advisors Inc. Q2 2026 Portfolio Shifts: Strategic ETF Buys and Select Sector Sells Observed
During the second quarter of 2026, 1620 Investment Advisors Inc. demonstrated significant buying activity in short-term bond ETFs like IGSB while strategically reducing exposure to certain large-cap stocks.
As reported by insiderset.com for 1620 Investment Advisors, Inc., the firm's portfolio underwent notable changes during Q2 2026. The total portfolio value remained substantial at approximately $157.5 million as of June 30th.
The investor was particularly active in corporate bond ETFs this quarter. A major highlight was the significant increase in holdings of ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB), which saw a nearly 49% jump in shares and now accounts for about 2.35% of the portfolio.
Additionally, there was observable buying activity in other fixed income vehicles. The investor increased their stake in STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF (SPIB), raising the allocation to 3.09%.
Conversely, JPMORGAN CHASE & CO COM (JPM) experienced a substantial reduction in position during Q2, with shares decreasing by nearly 3% and the allocation dropping to just 1.75%. Similarly, APPLE INC COM (AAPL), previously holding significant weight at over 1.6%, saw its stake reduced by about 3%.
The investor also divested from several other large-cap stocks, including AT&T INC COM (T), which lost approximately 2.95% of its shares and now represents only a minor portion of the portfolio.
These changes reflect a strategic shift towards short-term fixed income investments while reducing exposure to large-cap equities like JPMorgan, Apple, and AT&T during Q2 2026.