Eagle Bay Advisors' Recent Portfolio Activity in Q2 2026
Eagle Bay Advisors Llc has shown significant buying activity this quarter, particularly adding to positions in SCHP and SPY. They have also sold holdings like QQQ.
Eagle Bay Advisors appears active based on the substantial changes observed in their portfolio during the period ending June 30th, 2026.
Prominent Purchases This Quarter
The investor demonstrated significant buying activity this quarter. Notably, they increased their position in Schwab US TIPS ETF (SCHP) by a staggering 1302.05%, adding over 98,000 shares to the portfolio which now accounts for approximately 2.09% allocation.
Furthermore, Eagle Bay Advisors significantly boosted their holdings in iShares S&P 500 Growth ETF (IVW), increasing shares by a full 100.47%, effectively doubling the position from the previous quarter.
They also showed strong interest in Vanguard Mid-Cap ETF (VO), acquiring an additional 7,629 shares to increase their stake by over 300% during this period.
Other Notable Acquisitions
In addition to the large moves mentioned above, Eagle Bay Advisors also purchased a substantial number of shares in Vanguard FTSE Emerging Markets ETF (VWO), adding 5,443 shares and increasing their allocation by 26.75%.
They further diversified or maintained exposure through additions to the Vanguard Growth ETF (VUG) with an increase of over 5,000 shares (200.45%), and adding more than 3,500 shares to their iShares S&P 500 Value ETF (IVE) position.
Sales Observed
The investor also conducted sales during this quarter. Specifically, they sold shares of the Invesco Senior Loan ETF (BKLN) which saw a significant reduction in its portfolio allocation percentage.
Significant Reductions
Eagle Bay Advisors reduced their position in the Vanguard Short Term Inflation Protected Securities ETF (VTIP) by over 4,900 shares (down 42.74%) and also decreased holdings of Nvidia Corporation (NVDA). These reductions are detailed in the changed_holdings section.
No Such Activity Is Disclosed In This Filing
The provided data does not indicate any other specific categories of activity beyond purchases and sales as listed above. For a complete picture, including all holdings and their exact values, please refer to the investor's detailed profile on InsiderSet.