Bsw Wealth Partners Q2 2026 Portfolio Activity: New Positions in Munis, Core Bonds
Bsw Wealth Partners' portfolio saw notable changes during Q2 2026. The firm increased its holdings significantly in Vanguard Municipal Bond Shares (VTEB) and added a new position with IShares Core U.S. Bond ETF (AOR). Conversely, the investor sold DigitalOcean Holdings Inc (DOCN), which experienced an 89.57% decrease in shares held.
By Insiderset.Jul 17, 2026, 10:49 AM
Bsw Wealth Partners' portfolio saw notable changes during Q2 2026. The firm increased its holdings significantly in Vanguard Municipal Bond Shares (VTEB) and added a new position with IShares Core U.S. Bond ETF (AOR). Conversely, the investor sold DigitalOcean Holdings Inc (DOCN), which experienced an 89.57% decrease in shares held.