Stone House Investment Management Q2 Activity: Major ETF Buys and Select Stock Sales

As reported for the period ending June 30, 2026, Stone House Investment Management LLC has disclosed its investment activities through a filing on InsiderSet.com. The firm manages a substantial portfolio valued at $670.46 million.

Prominent Purchases Observed in Q2

Stone House Investment Management demonstrated significant buying activity during the second quarter, most notably increasing its stake in several iShares ETFs and adding positions to other trusts.

• SPLG (SPDR Series Trust): The firm acquired a substantial position in this trust, adding approximately 667 thousand shares. This represents one of the largest purchases by Stone House during Q2.
• IXUS: Another major acquisition involved iShares TR (IXUS), with an increase of about 325 thousand shares noted in their filing.
• IJH: The investor also significantly boosted holdings in IShares TR (IJH) by approximately 208 thousand shares, indicating strong interest in this particular ETF structure.
• GOVT: Stone House added to the iShares GOVT ETF position during Q2, increasing their stake by roughly 41 thousand shares. This suggests a tactical move towards government bond exposure at this time.
• Tech Focus via TLH: The investor showed interest in technology-related holdings through an increase in IShares TR (TLH) shares, albeit with a smaller position change of about -31 thousand shares. This might indicate nuanced adjustments within the tech sector.

Notable Sales and Portfolio Adjustments

In contrast to their buying activity, Stone House Investment Management also reported significant sales during Q2 2026:

• EFV (ISHares TR): The firm sold a substantial portion of this ETF, reducing holdings by approximately 209 thousand shares. This resulted in an approximate -54% change for the position.
• QUAL: Another significant sale occurred with IShares TR (QUAL), where Stone House disposed of about 79 thousand shares, leading to a nearly -92% reduction in their stake during Q2.
• BINC: The investor also sold BlackRock ETF Trust II (BINC) positions significantly, reducing holdings by around 105 thousand shares and resulting in an approximately -83% change for the quarter.
• IAGG: IShares TR (IAGG) saw a reduction of about 202 thousand shares from Stone House's portfolio during Q2, representing nearly a complete exit or near-complete sale (-98.54%) of this position.
• Other ETFs Sold: Beyond these specific trusts and symbols, the filing indicates sales activity involving other iShares products like IEMG (likely due to percentage changes) and potentially others not detailed here but impacting their overall ETF holdings structure.

Detailed Holdings Changes from Q1 2026

The complete list of changed holdings provides further granularity on Stone House's portfolio adjustments:

• Stone House added positions to SPLG, IUSB (ISHares TR), IXUS, and IVV.
• They also increased their stake in FBND (Fidelity Merrimack STR TR).
• The investor disposed of holdings in EFV, QUAL, BINC, IAGG, TLH, and IVW during Q2.

These changes reflect Stone House Investment Management's dynamic approach to portfolio management. Their actions suggest a focus on broadening exposure through ETFs while strategically exiting certain positions that may have reached their investment thesis conclusion or faced performance challenges.

Sector Perspective and Overall Portfolio Context

The filing does not provide explicit sector-level purchase/sale counts beyond the individual holdings changes. However, Stone House's portfolio allocation as of June 30, 2026, shows a heavy concentration in Unknown sectors (90.48%) with smaller allocations to Consumer Defensive (4.73%), Technology (1.41%), and others like Financial Services, Healthcare, etc.

Stone House Investment Management appears to be actively managing their portfolio through the second quarter of 2026, evidenced by substantial buying in key ETFs such as SPLG, IXUS, IJH, GOVT, and selling positions like EFV, QUAL, BINC, and IAGG. For more detailed information on Stone House's holdings or specific stock performance, please refer to the official filing linked below.