Rosenberg Matthew Hamilton Q2 Portfolio Activity: Recent ETF Purchases and Sales

As of June 30th, 2026 (Q2), investor Rosenberg Matthew Hamilton's portfolio has shown considerable activity. The total value stands at $533 million, with holdings spread across various sectors and ETFs.

Several key transactions occurred during this period:

• Purchasing International Exposure: Hamilton significantly increased his stake in the Goldman Sachs Equal Weight U.S. Large Cap Equity ETF (GSEW). This position grew by over $800,000 (4787.81%) and now accounts for 0.28% of the portfolio.
• Increasing Corporate Bond Holdings: The Intermediate-Term Corporate Bond ETF (VCIT) saw a substantial increase in shares, rising by $4.3 million (10.36%) to represent 8.06% of the portfolio.
• Adding Preferred Securities: The SPDR ICE Preferred Securities ETF (PSK) was added or increased, with shares rising by $349,000 (12.03%) to now make up 0.65% of the assets.
• Increasing High-Yield Bonds: The IShares 0-5 Year High Yield Corporate Bond ETF (SHYG) also saw an increase, growing by $251,000 (15.04%) to a current allocation of 0.47%.
• Increasing Emerging Market Exposure: The IShares Core MSCI Emerging Markets ETF (IEMG) was increased, rising by $1.3 million (15.04%) in value and now represents 1.32% of the portfolio.

Conversely, there were notable exits or reductions from certain positions:

• Selling Short-Term Treasuries: The SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) experienced a significant sell-off, losing $2.9 million (54.9%) in value and now holds only 0.29% of the portfolio.
• Reducing Intermediate-Term Bonds: The Vanguard Intermediate-Term Bond ETF (BIV) saw a reduction, losing $3.6 million (8.87%) in value.
• Selling Ultra-Short Municipal Bonds: The JPMorgan Municipal ETF (JMUB) was sold down, losing $1.0 million (25.98%) in value.
• Selling Ultra-Short Income: The JPMorgan Ultra Short Income ETF (JPST) also saw a reduction, losing $364,000 (4.99%) in value.
• Selling Developed World Ex-US Stocks: The SPDR Portfolio Developed World ex-US ETF (SPDW) was sold down, losing $130,000 (9.37%) in value.
• Selling Large-Cap Equities: The Schwab U.S. Large-Cap ETF (SCHX) was sold down, losing $146,000 (2.76%) in value.
• Selling Healthcare Giants: The investor also reduced holdings in large-cap stocks like UnitedHealth Group (UNH) and Johnson & Johnson (JJG). Similarly, sales were noted for companies like McKesson (MCK) and UnitedHealth Group (SCHX).
• Reducing Domestic Utility Stocks: The Vanguard Energy ETF (VDE) allocation decreased slightly, losing $1.0 million in value.

This quarter's activity highlights a dynamic portfolio with adjustments across different asset classes and sectors. Hamilton appears to be actively managing his investments, potentially seeking diversification or adjusting risk profiles based on market conditions and performance metrics like the top holdings' weight percentage (14.52% for SPTM).