Integrated Capital Management LLC Activity in Q2 2026: Major Purchases and Sales Observed
This analysis details observable changes in holdings for Integrated Capital Management LLC during the second quarter of 2026, highlighting significant purchases and sales based on available data.
Integrated Capital Management LLC (ICM) demonstrated active portfolio management during Q2 2026. The firm's investment strategy involved both increasing positions in established funds and divesting substantial holdings.
Prominent Purchases: Vanguard Index Funds ETFs (VO) saw a massive increase of over 300,000 shares this quarter, contributing significantly to its portfolio weight. Similarly, Vanguard Tax-Managed Fund Shares (VEA) experienced a notable share growth. Other additions included moderate increases in INVESCO EXCH TRADED FD TR II (IDHQ), ISHARES TR (EFV), and VANGUARD WORLD FD (MGV).
Significant Sales: The most striking activity involved the sale of DBX ETF TR Shares (DBEF). This position was reduced by nearly 58% in terms of percentage change, indicating a substantial divestment. ICM also significantly decreased its holdings of ISHARES TR (HYG) and SPDR JNK Dividend Yield Trust (JNK), reflecting strategic exits from these areas.
Additionally, the portfolio noted a new position initiated in FORD MTR CO (F). This stock experienced a 100% increase in shares held by ICM during Q2. Other minor changes included slight adjustments to ISHARES TR (IVW) and J P MORGAN EXCHANGE TRADED FUNDS ETF (JIRE).
The overall portfolio turnover rate was high, with substantial buying and selling activities observed across various sectors.
For more detailed information on ICM's holdings or performance, please refer to the official filing. Investors can explore Integrated Capital Management LLC's portfolio further.