OneDigital Investment Advisors Q2 2026 Portfolio Changes: Major Buys & Sales Observed
Onedigital Investment Advisors' portfolio saw significant shifts in Q2 2026, highlighted by substantial increases in holdings like IUSB and notable exits from positions such as BNDX.
According to the latest filing data available on InsiderSet, OneDigital Investment Advisors Llc experienced notable changes in its portfolio holdings during Q2 2026.
The investor's actions were primarily focused on Exchange-Traded Funds (ETFs), with a clear pattern of both buying and selling various funds throughout the quarter. This resulted in adjustments to their overall asset allocation, particularly within sectors like Healthcare and Technology.
Prominent Purchases Observed
Several ETF holdings showed significant increases during Q2 2026:
- ISHARES TR (IUSB), managed by BlackRock, saw its share count rise by over 886,438 units, representing an approximately 11.68% increase in position value.
- The SPDR SERIES TRUST (SPLG) also experienced a substantial boost with nearly 3.16 million additional shares acquired.
- BLACKROCK ETF TRUST (DYNF), holding Dimensional funds, increased its holdings by about 0.17% in terms of share count change relative to prior period.
- SPDR SERIES TRUST (SPTI) added shares, increasing its allocation slightly.
In addition to these major buys, OneDigital Investment Advisors Llc also initiated new positions or increased stakes in smaller holdings:
- ABEONA THERAPEUTICS INC (ABEO), a stock within the Healthcare sector, was newly acquired.
- The investor also increased their stake in SCHWAB STRATEGIC TR (SCHD) by nearly 0.34% in terms of share count change from the prior period.
- ISHARES TR (QLTA), another ETF, was added to their portfolio with a significant increase in shares.
Significant Sales and Exits
The investor also demonstrated notable selling activity during Q2 2026:
- VANGUARD CHARLOTTE FDS (BNDX), a fund previously held, saw its position drastically reduced by over 1.2 million shares.
- There was also a significant reduction in ISHARES TR (IVE).
The following ETFs were either sold out completely or reduced to zero allocation:
- AMERICAN CENTY ETF TR AVEM (AVEM)
- ISHARES TR EFV (EFV)
The most drastic reduction was observed in ISHARES TR (IVE), where the share count decreased by over 207,383 units.
Overall Portfolio Insights
The portfolio of OneDigital Investment Advisors Llc remains heavily concentrated in ETFs, with approximately 95.6% allocated to Exchange-Traded Funds as of June 30, 2026.
This filing indicates active management by the firm throughout Q2 2026, involving both substantial additions and reductions across their holdings:
- They maintained a large position in ISHARES TR (IUSB).
- Their Technology sector allocation, primarily through Apple Inc (AAPL) and Dimensional funds, remains relatively small.
For detailed information on OneDigital Investment Advisors Llc's portfolio holdings or specific stock performance like ISHARES TR (IUSB), please refer to the official filing data.