Burke & Herbert Bank & Trust Co Investment Activity Analysis for Q2 2026
A detailed look at significant purchases and sales by Burke & Herbert Bank & Trust Co in the second quarter of 2026.
This article analyzes the investment activity reported by Burke & Herbert Bank & Trust Co for the period ending June 30, 2026. The bank trust company has shown significant changes in its portfolio holdings during this quarter.
Prominent Purchases Observed This Quarter
Burke & Herbert Bank & Trust Co demonstrated substantial buying activity across several sectors and asset classes in Q2 2026. The most notable purchase was the ISHARES CORE HIGH DIVIDEND ETF (HDV), where shares increased by a staggering 392.66%. This translates to an additional 100,867 shares acquired during the quarter.
Similarly, significant additions were noted in other fixed income and investment grade sectors:
- ISHARES U.S. TREASURY BOND ETF (GOVT): Holdings increased by 100% or 67,673 shares.
- ISHARES BROAD USD INVESTMENT GRADE FUND (USIG): Shares jumped 100%, adding 13,412 new units to the portfolio.
- ISHARES RUSSELL 1000 GROWTH ETF (IWF): Holdings surged by an impressive 300% or 11,961 shares.
- ISHARES MSCI EMERGING MARKET ETF (EEM): Shares increased by 9.74%, adding 4,060 new units to the portfolio.
Significant Sales and Reductions in Holdings
In contrast to its buying activity, Burke & Herbert Bank & Trust Co also reduced positions or sold shares of certain holdings during Q2 2026. The most substantial reduction occurred with the holding identified as CIBR.
FIRST TRUST DJ INTERNET IND (CIBR) experienced a significant decrease of 63.82% or an abnormally high number of shares sold (-5,192). This is one of the most notable exits from this quarter.
Other noteworthy reductions include:
- PFE (PFIZER INC): Holdings decreased by 11.64% or -8,865 shares.
Additional Changes in the Portfolio
Beyond major purchases and sales, there were several other changes observed in Burke & Herbert Bank & Trust Co's portfolio during Q2 2026:
- SCHWAB INTL EQUITY ETF (SCHF): This holding increased by 100% or 7,970 shares.
- SCHWAB US DIVIDEND VIDEO GAME EQUITY ETF (SCHD): Holdings grew by 15.32% or +4,545 shares.
- ISHA CURR HEDGED MSCI EAFE ETF (HEFA): Shares increased by 100% or +7,143 units.
These changes reflect the dynamic nature of Burke & Herbert Bank & Trust Co's investment strategy during this period.