Bond & Devick Financial Network Inc.: Significant Portfolio Changes in Q2 2026
Bond & Devick Financial Network Inc. made notable adjustments to its portfolio during the second quarter of 2026, focusing on growth and small-cap sectors.
As of June 30th, 2026, Bond & Devick Financial Network Inc. has shown active management in its investment strategy for this quarter.
Prominent Purchases
The investor significantly increased exposure to several Exchange Traded Funds (ETFs). Notably, ISHARES TR (ESML) experienced a substantial 268.46% increase in its position, making it one of the most significant additions this quarter.
Additionally, there was a considerable purchase of ISHARES TR (EAGG), which saw an increase in holdings by 10.24%. This ETF also represents a new position added during this period.
Other noteworthy additions include J P MORGAN EXCHANGE TRADED F (JCPB), which increased by 5.13%, and SCHWAB STRATEGIC TR (SCHZ) with a modest increase of 4.2%. The investor also added positions in ISHARES TR (IWY), increasing by 2.94%, and SPDR INDEX SHS FDS (EDIV) with a slight increase of 3.53%.
Focus on Small-Cap ETFs
A key theme in the investor's activity appears to be an increased focus on small-cap stocks, reflected through their holdings in exchange-traded funds designed for this purpose.
This quarter saw significant buying activity concentrated in ISHARES U S ETF TR (NEAR), which increased by 13.73%. Another small-cap focused fund, NUSHARES ETF TR (NULG), also showed a large increase of 100%.
Furthermore, the investor added substantial positions in fixed-income related ETFs like CAPITAL GRP FIXED INCM ETF T (CGMS), which increased by 4.52%, and continued to hold significant allocations in established funds such as INVESCO EXCHANGE TRADED FD T (EQWL) and SCHWAB STRATEGIC TR (SCHB).
Consolidation of Holdings
The investor also demonstrated a strategy of consolidating holdings within certain sectors, particularly those focused on growth stocks.
This was evident in the continued strong allocation to INVESCO EXCHANGE TRADED FD T (EQWL), which maintained its position as a significant holding despite minor share increases. Similarly, holdings in J P MORGAN EXCHANGE TRADED F (JCPB) and ISHARES TR (ESGD) remained substantial.
Interestingly, the investor held two ETFs with identical ticker symbols but different names: ICLN and 89834G836. Both ISHARES TR (ICLN) and TRUST FOR PROFESSIONAL MANAG (89834G836) showed a 100% increase in shares, indicating either new investment or replacement of existing holdings.
No Disclosed Sales
In contrast to the active buying seen elsewhere, this quarter's filing does not disclose any significant selling activities by Bond & Devick Financial Network Inc. across its portfolio.
While minor changes are noted for some holdings like SCHB and EAGG (which decreased slightly), there is no indication of major exits or divestments reported in the changed_holdings data provided.