Johnson Bixby & Associates Q2 2026 Portfolio Activity: Major Buys and Sales Observed

Johnson Bixby & Associates, Llc has released its portfolio activity for Q2 2026. This comprehensive filing provides valuable insights into specific holdings changes observed by this institutional investor.

The most striking change during the quarter was a substantial increase in Vanguard Index Fund Shares (VO). Johnson Bixby increased their position significantly, holding a 353% rise in shares compared to the previous period. This move suggests strong confidence or strategic realignment towards this particular fund.

Besides VO, another major purchase was SCHWAB STRATEGIC TR (TFLO). The investor's stake in ISHALES TR ETF saw an extraordinary 362% increase in shares during Q2 2026. Other significant additions included:

• SCHWAB STRATEGIC TR (FNDE), which experienced a notable increase in holdings.
• BLACKROCK ETF TRUST II (BINC), showing continued investor interest.
• SSGA ACTIVE ETF TR (RLY), indicating a focus on actively managed strategies.

Conversely, the investor demonstrated significant selling activity. The most notable exit was from ISHALES TR ETF's TLH component, where holdings decreased by an alarming -97.13%. This suggests Johnson Bixby is likely divesting a substantial portion of this specific ETF.

Other sales observed during the quarter include:

• CAPITAL GRP FIXED INCM ETF T (CGCP), which saw a decrease in holdings.
• Capital Group Core Balanced (CGBL), experiencing reduced exposure.
• A few other minor positions also showed reductions, though less dramatically than the TLH sale.

In summary, Johnson Bixby & Associates' Q2 filing reveals a dynamic portfolio. The investor significantly boosted their position in Vanguard Index Fund Shares (VO) and made substantial additions to ISHALES TR ETF's TFLO component. Simultaneously, they drastically cut their holdings of TLH within the same ETF structure and reduced exposure in other fixed income-related positions like CGCP.