Bankplus Wealth Management Llc Q2 2026 Portfolio Activity: Significant Purchases & Sales Observed

Bankplus Wealth Management Llc's portfolio underwent notable adjustments during Q2 2026. The filing reveals specific activity data for several holdings, providing insight into the investment firm's strategic decisions.

The most significant change observed was a substantial increase in Vanguard Malvern Fund ETF (VCRB). This holding saw its share count jump by an impressive 104,339 units and its value grow by 100.0%, indicating strong confidence or perhaps the initiation of this position.

Valuations also rose significantly for other exchange-traded funds tracked by Bankplus Wealth Management Llc:

• Vanguard Malvern Fund ETF (VCRB): Portfolio allocation increased to 3.63%, suggesting either a large purchase or the conversion of other assets.
• iShares Core S&P Total U.S. Stock Market ETF (IQLT): Holdings grew by over 16,000 shares and its portfolio percentage allocation rose to 2.84%.
• JPMorgan Core Plus Bond Fund ETF (JCPB): Shares increased by over 15,000 units and its allocation rose to 7.84%.

Conversely, the firm was observed reducing or exiting positions in certain funds:

• Vanguard bond fund ETF (BND): This holding experienced a drastic reduction of over 78,000 shares (-96.59%) and its allocation dropped to just 0.09%, representing the exit or near-complete sale of this position.

Bankplus Wealth Management Llc also demonstrated activity in other ETFs:

• Vanguard Index Fund ETF (VO): Showed a substantial increase of over 24,000 shares (+372.51%) and its allocation reached 1.14%.

Furthermore, the portfolio saw new positions established or increased in:

• iShares Core S&P Total U.S. Stock Market ETF (IQLT)
• JPMorgan Core Plus Bond Fund ETF (JCPB)

Overall, the changes suggest a dynamic approach to portfolio management by Bankplus Wealth Management Llc during Q2 2026.