Goldstein Advisors Q2 Portfolio Shifts: Focus on iShares ETFs
Goldstein Advisors' $919 million portfolio saw significant changes in the second quarter of 2026. The firm notably increased its position in ITOT, while exiting QUAL and other holdings.
Goldstein Advisors LLC managed a substantial portfolio valued at approximately $919 million as of June 30th, 2026. This filing details observable changes to their holdings during the second quarter.
Prominent Purchases in Q2
The most significant purchase activity identified this quarter involves a substantial increase in shares held within ISHARES TR (ITOT). The position grew by over 610,000 additional shares and increased in value significantly.
- Goldstein Advisors also demonstrated buying interest in the PIMCO ETF TR (BOND), adding approximately 35,400 shares during Q2.
- The firm showed a strong inclination towards iShares products by increasing positions in INVESCO EXCH TRADED FD TR II (SPMO) and ISHARES TR (IXUS).
- Furthermore, the investment advisor increased its stake in VANGUARD INDEX FDS (VO), adding nearly 29,000 shares.
Significant Buys: Among the most notable additions were increases in ISHARES TR (ITOT) and PIMCO ETF TR (BOND). The firm also purchased VANGUARD INDEX FDS (VO), ISHARES TR (IXUS), and INVESCO EXCH TRADED FD TR II (SPMO).
Notable Sales and Exits
The second quarter witnessed several significant reductions or exits from existing positions. The most prominent sale was the complete exit of ISHARES TR (QUAL) shares, which saw a 91% reduction in holdings.
- VICTORY PORTFOLIOS II (VFLO) experienced a substantial decrease following Q2.
- INVESCO EXCH TRADED FD TR II (SPMO) was sold off significantly during the quarter.
Significant Sells: The filing specifically highlights exits from ISHARES TR (QUAL). Other notable reductions include substantial decreases in VANGUARD INDEX FDS (VO), ISHARES TR (IXUS), and INVESCO EXCH TRADED FD TR II (SPMO).
Overall Portfolio Changes
The portfolio saw a net increase in holdings count during Q2, rising from 195 to 240 positions. This indicates diversification efforts by the investment advisor.
- A notable shift occurred with the exit of several small-cap ETFs like ISHARES TR (QUAL), which accounted for just 0.23% of the portfolio value prior to its sale.
The changes reflect Goldstein Advisors' active management style, focusing on specific sectors and instruments while strategically reducing exposure elsewhere.