ETF Portfolio Adjustments
Ballew Advisors Adjusts Portfolio Stakes Across Major Bond and Equity ETFs
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Key Points
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Ballew Advisors’ new BSJQ position totaled 42,049 shares, valued at approximately $960,000.
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The firm’s new BSJR position consisted of 31,396 shares, worth approximately $695,000.
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After its increase in TLT, Ballew held 70,820 shares valued at $5.487 million; the ETF represented 2.7% of its portfolio and was its eighth-largest holding.
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Following the trim, Ballew held 49,824 shares of IVV, valued at $38.519 million.
Ballew Advisors rebalanced its portfolio in the third quarter, betting on bonds while trimming its largest stock holding. The firm opened new positions in two high-yield corporate bond ETFs worth nearly $1.7 million combined and boosted its long-term Treasury bond holdings by nearly 25%, even as it slightly reduced its S&P 500 exposure Watchlist News.
New High-Yield Bond Bets Signal Shift From Stocks
Ballew Advisors established two fresh positions in corporate bond ETFs during Q3. The firm bought 42,049 shares of the Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ), worth about $960,000. It also purchased 31,396 shares of the Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR), valued at roughly $695,000 Watchlist News. These moves total about $1.66 million in new fixed-income exposure.
Treasury Bonds Become Bigger Portfolio Piece
Ballew increased its iShares 20+ Year Treasury Bond ETF (TLT) holdings by 24.9% during the quarter Watchlist News. After the boost, the firm held 70,820 shares valued at $5.487 million. The Treasury fund jumped to the firm's eighth-largest holding, representing 2.7% of its total portfolio. This signals growing confidence in longer-term government bonds.
S&P 500 Trimmed But Remains Dominant
Despite slightly pulling back, the iShares Core S&P 500 ETF (IVV) stayed Ballew's largest position. The firm trimmed its stake by 2.2%, leaving it with 49,824 shares worth $38.519 million Watchlist News. This substantial holding still accounts for roughly 18.8% of the adviser's portfolio, showing it maintains heavy stock market exposure even while rotating into bonds.
Broader Trend: Advisers Hedge Market Risk With Bonds
Ballew's moves reflect a wider adviser shift toward fixed-income ETFs. Other firms like Rosenberg Matthew Hamilton similarly boosted bond exposure in Q3, expanding its municipal bond fund position by over 200% Watchlist News. The pattern suggests money managers are cautiously preparing for potential market volatility by diversifying away from pure stock bets.
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