Lynch Investment Planning LLC Q2 Portfolio Changes: Focus on Bonds, Tech Stocks
Lynch Investment Planning LLC's portfolio saw significant changes as of June 30th, 2026. The investor increased holdings in PIMCO ETF TR (BOND) and Vanguard Balanced Index Funds while adding a new position with iShares US Treasury Bond ETF.
As of June 30th, 2026, Lynch Investment Planning LLC's portfolio has undergone several notable changes during the quarter. The investment advisor demonstrated strategic buying activity in specific sectors and funds.
The most significant purchase appears to be the substantial increase in allocation for PIMCO ETF TR (BOND). This position grew by 18720 shares, representing a nearly 9.74% increase from the previous period, pushing its portfolio weight up to 14.95%. The total value attributed to this bond fund is $19,453,000.
Another major addition was iShares TR (IEFA), which saw a significant share increase of 7540 units (+9.67%) and its portfolio allocation rose to 6.34%. This total stock value for IEFA is $8,255,000.
Additionally, Vanguard Balanced Index Fund (BSV) experienced a substantial boost with an increase of 23188 shares (+21.16%) and its allocation reached 7.95%. The total stock value for BSV is $10,345,000.
The investor also initiated a new position in iShares U S ETF TR (NEAR), allocating approximately $1,279,000 or 0.98% of the portfolio to this US Treasury Bond fund. This was one of two funds added during the quarter with notable share increases.
Furthermore, there were significant additions to Dimensional ETF Trust holdings (DUHP) and iShares TR (IJR). DUHP shares increased by 2166 (+0.94%) while IJR saw a rise of 5241 shares (+13.48%).
On the other side, the investor divested from T Rowe Price Exchange-Traded Fund (TBUX), completely exiting this position which previously held just $0.2 million in value ($0.17% allocation). This sale resulted in a 100% change for TBUX.
Other changes included a slight increase in iShares TR (AGG) and Vanguard Index Fund ETF Shares (DGRO), while the Dimensional fund DFAU saw a decrease of shares (-18.68%) but maintained its allocation level at 0.4%. The Vanguard Technology Fund (VTV) also increased slightly.
Overall, Lynch Investment Planning LLC's portfolio adjustments reflect a continued focus on fixed income and established index funds during this quarter.