IJR News — today's news from every sideCompass Financial Invests $32.9M Across Five ETFsFinance — Sep 3, 2026Compass Financial Management LLC disclosed new positions in five ETFs in the second quarter: Vanguard Total Stock Market ETF (VTI) with 5,730 shares (~$2.18 million), Schwab U.S. Dividend Equity ETF (SCHD) with 160,913 shares (~$5.26 million), iShares Floating Rate Bond ETF (FLOT) with 116,171 shares (~$5.93 million), Vanguard Intermediate-Term Bond ETF (BIV) with 20,120 shares (~$1.54 million), and Janus Henderson AAA CLO ETF (JAAA) with 357,142 shares (~$18.04 million). The moves highlight a diversified allocation across U.S. equities, dividends, floating-rate bonds, intermediate-term bonds, and CLOs.
Lido Advisors trims holdings across funds, Morgan Stanley — Jul 23, 2026Lido Advisors LLC trimmed multiple holdings in Q1, including selling 47,324 Morgan Stanley shares and 116,899 iShares MSCI ACWI ETF shares, as well as reducing Vanguard Russell 2000 ETF by 44,696 shares, State Street SPDR Portfolio S&P 500 ETF by 274,937 shares, and iShares Russell Mid-Cap Growth ETF by 11,055 shares. The firm’s remaining positions across these funds remained sizable, reflecting broad adjustments among its diversified stock and ETF holdings.
