True Link Financial Advisors Increases Bond Holdings in Q2 2026
True Link Financial Advisors significantly boosted its allocations to intermediate-term bonds, short-term bonds, and inflation-protected securities while reducing exposure to broad US stocks.
According to the latest filing from True Link Financial Advisors, significant changes occurred in their portfolio during Q2 2026. The firm appears to be actively managing its holdings, adjusting positions across various asset classes and sectors.
Purchases: Strengthening the Fixed Income Position
True Link Financial Advisors demonstrated a clear preference for fixed income investments this quarter by increasing allocations in several key areas:
- BIV (Vanguard Intermediate-Term Bond ETF), which focuses on intermediate maturity bonds, saw its allocation rise to 26.17% of the portfolio with a significant increase in shares (+348,288 or +6.5%).
- DFCF (Dimensional Core Fixed Income ETF), providing exposure to core fixed income strategies, increased its portfolio percentage allocation to 20.35% with a share increase of +171,245 or +4.02%.
- BSV (Vanguard Short-Term Bond ETF), offering short-term bond exposure, allocation climbed to 11.96% with a share increase of +125,888 or +5.07%.
- VTIP (Vanguard Short-Term Inflation-Protected Securities ETF), dedicated to TIPS and inflation protection, increased its allocation by +3.71%, adding approximately +54,631 shares.
- IAGG (iShares Core International Aggregate Bond ETF), providing access to international investment-grade bonds, increased its allocation by +3.97%, adding about +35,681 shares.
- DFAE (Dimensional Emerging Core Equity ETF), focused on emerging market equities, saw a modest increase of +1.81%, adding approximately +32,908 shares.
Additionally, the firm made notable purchases in other areas:
- IEFA (iShares Core MSCI EAFE ETF), offering exposure to developed international equities outside North America, increased its allocation by +2.44%, adding about +21,200 shares.
- IWF (iShares Russell 1000 Growth ETF), providing exposure to large-cap US growth stocks, showed a substantial increase of +284.31%, adding approximately +27,686 shares.
Sales: Reducing Broad US Stock Exposure and Select Equities
Conversely, True Link Financial Advisors reduced its holdings in several equities during Q2 2026:
- ITOT (iShares Core S&P Total U.S. Stock Market ETF), representing broad US equity exposure, decreased its allocation by -5.24%, removing approximately -38,879 shares.
- IBTG (iShares IBonds Dec 2026 ETF), focused on short-term US Treasuries maturing in December 2026, experienced a significant reduction of -20.27%, removing about -32,529 shares.
- VWO (Vanguard FTSE Emerging Markets ETF), providing exposure to emerging markets equities, decreased its allocation by -48.24%, removing approximately -6,212 shares.
The firm also disposed of other positions:
- SCHO (Schwab Short-Term US Treasury ETF), offering short-term US Treasury exposure, decreased its allocation by -21.71%, removing about -16,341 shares.
- DON (WisdomTree U.S. Midcap Dividend Fund), focused on mid-cap dividend stocks, saw a substantial decrease of -57.5%, removing approximately -11,090 shares.