Kerr Financial Planning Corp Investment Activity in Q2 2026

Kerr Financial Planning Corp has made several notable adjustments to its investment portfolio as of June 30th, 2026. This review focuses on observable changes based on available data.

Purchases Observed in Q2 2026

The firm engaged in various buying activities during the quarter:

• Kerr Financial Planning Corp acquired shares of CHEYENNE RES CORP (EXC), adding a position within the Utilities sector.
• The firm significantly increased its stake in short-term Treasury bonds through the ETF ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV).
• Kerr Financial Planning Corp purchased shares of high-yield corporate bonds via the SPDR Portfolio High Yield Bond ETF (SPHY).
• The investment vehicle bought a substantial number of shares in the First Trust Rising Dividend Achievers ETF (RDVY).
• Kerr Financial Planning Corp also increased its position in the iShares Russell 1000 Growth ETF (IWF).
• The firm purchased shares of emerging market ex-China equities through Columbia EM Core ex-ChinA ETF (XCEM).
• No purchases were observed in the Technology sector during this period.

Sales and Exits During Q2 2026

In addition to buying, Kerr Financial Planning Corp disposed of several holdings:

• The firm sold shares of CHEYENNE RES CORP (EXC), specifically the position held by the entity.
• Kerr Financial Planning Corp significantly reduced its allocation to short-term Treasury bonds, selling ETF shares via ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV). This sale was substantial relative to the position.
• The investment company sold a considerable portion of its holdings in high-yield corporate bonds, represented by SPDR Portfolio High Yield Bond ETF (SPHY). The reduction was significant for this specific holding.
• No sales were observed within the Utilities sector overall during Q2 2026, despite changes in one EXC-related position.
• Kerr Financial Planning Corp sold shares of EXELON CORP (EXC), which was a separate holding within the Utilities sector.

Portfolio Indicator Changes

Kerr Financial Planning Corp's portfolio saw changes in its composition metrics:

• The total number of holdings decreased from 500 to 498 (not explicitly stated, but implied by the position change count).
• The allocation percentage for high-yield bonds (SPHY) dropped from 0.1% to No such activity is disclosed in this filing. (The data shows a change, but the exact previous allocation isn't provided).
• The firm sold shares of JPMorgan U.S. Quality Factor ETF (JQUA). This was one of several exits.

Summary of Q2 Activity for Kerr Financial Planning Corp

In summary, during the second quarter:

• Kerr Financial Planning Corp added new positions and increased stakes in various ETFs including EXC, SGOV, SPHY, RDVY, IWF, and XCEM.
• The firm disposed of several holdings, notably selling significant portions of SGOV (short-term bonds) and SPHY (high-yield bonds), as well as exiting JQUA.
• While the data shows changes in specific sectors like Utilities and Communication Services, it does not provide a complete picture for all categories. For instance, No such activity is disclosed in this filing. regarding purchases or sales specifically tied to large-cap core stocks (like AGG) or small/mid-cap equities (like MBB).