C M Bidwell & Associates Q2 2026 Portfolio Activity: Significant ETF Purchases
C M Bidwell & Associates Ltd's portfolio saw notable changes in the second quarter of 2026, with significant additions to Vanguard and iShares ETFs.
As reported by InsiderSet on c-m-bidwell-and-associates-ltd, C M Bidwell & Associates Ltd experienced substantial changes in its portfolio holdings during the second quarter of 2026, ending on June 30th.
The investor's primary activity appears to be concentrated additions to exchange-traded funds (ETFs). The most significant purchase was observed in Vanguard ST TIPS ETF (VTIP), which saw a substantial increase of 10.54% in its shareholding during the quarter.
Several holdings also showed dramatic increases, indicating new positions were initiated:
- DOW Inc: A completely new position was established with Dow Inc (DOW), a Basic Materials company.
- Warner Music Group: The investor added shares of Warner Music Group (WMG), a Communication Services entity, representing a new position.
- Viance Networks Inc: Shares of Viance Networks Inc (COMM) were added, indicating this Technology stock is now part of the portfolio.
- Amneal Pharma Inc: This Healthcare holding, Amneal Pharma Inc (AMRX), was also added as a new position by C M Bidwell & Associates Ltd.
- Schwab US Lg Cap ETF: Schwab US Lg Cap ETF (SCHX) experienced a significant increase of 9.2% in shares.
- iShares Core MSCI Int'l Dev Mk: The investor notably increased its stake in iShares Core MSCI Int'l Dev Mk (IDEV) by 71.54%, a substantial rise.
- Schwab Intl Equity ETF: Holdings in Schwab Intl Equity ETF (SCHF) increased by 7.55% during the period.
In addition to these major additions, C M Bidwell & Associates Ltd also made adjustments within its existing ETF holdings:
- Vanguard ST Gvt Bd ETF (VGSH): This holding saw a decrease of 41.77% in shares.
- SCHWAB U S GOVT BONDS ETF is represented by the ticker symbol SCHZ, which experienced an increase of 7.13% in its stake during Q2.
The portfolio's structure reflects a mix of broad market exposure through major indices and specific sector plays:
- Vanguard Ttl Mkt ETF (VTI): Maintained by the investor, with slight growth (+0.62%) in its position.
- iShares S&P 500 ETF (IVV): Another core holding slightly increased (+0.5% shares).
- Vanguard S&P 500 ETF (VOO) and Vanguard ST Bond ETF (BSV) remained stable core holdings.
The investor also demonstrated activity in specific individual stocks:
- Aveanna Healthcare (AVAH): Added shares of this Healthcare company, albeit a small position representing 0.03% allocation.
It's worth noting that the holding iShares Int Gov/Cr Bd ETF (GVI) appears twice in the changed_holdings list with identical data, suggesting a potential duplicate entry or confirmation of its status as a significant purchase.