Key developments

1. Jul 25, 2026

   KBC Group NV boosts stakes in major U.S. companies including Amphenol, American Water Works, UnitedHealth Group, EMCOR Group and Coca-Cola in Q1 2026.

   85 sources on this →
2. Jul 25, 2026

   Lido Advisors trims multiple holdings in Q1 2026, including Morgan Stanley, iShares MSCI ACWI ETF and Vanguard Russell 2000 ETF shares.

   150 sources on this →
3. Jul 25, 2026

   Wealthspire Retirement expands ETF holdings in Q1 2026, boosting stakes in emerging-market bonds, Treasuries and the S&P 500 via iShares and Vanguard funds.

   109 sources on this →
4. Jul 25, 2026

   CVS Health discloses new Q1 2026 positions across five Treasury and corporate bond ETFs, diversifying across short, intermediate and long-duration exposures.

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Photo: S&P 500 — Wikimedia Commons / Wikimedia Commons

Wealthspire Retirement LLC Expands ETF Holdings in EM Treasuries S&P 500

Wealthspire Retirement LLC expanded positions across several ETFs in Q1 2026, boosting stakes in Vanguard FTSE Emerging Markets ETF, FT Vest SDVD, iShares SHY, iShares IVV, and SPDR SPSB. The largest allocation remains iShares Core S&P 500 ETF (IVV) at about $302.6 million, with notable increases in SHY, SPSB, VWO, and SDVD ranging from roughly $14 million to $26.8 million committed.

109 sources

Photo: ajay_suresh / Wikimedia Commons (CC BY 2.0)

CVS Health Bond ETF Holdings Across Five Treasuries in Q1

CVS Health Corp disclosed new positions across five bond ETFs in Q1: IEI with 182,800 shares valued at about $21.68 million (roughly 10.2% of CVS’s portfolio), VCSH with 120,000 shares about $9.51 million (roughly 4.5%), TLT with 20,000 shares about $1.73 million (0.8%), VCIT with 60,000 shares about $4.97 million (2.3%), and IEF with 35,000 shares about $3.34 million (1.6%). These moves illustrate CVS’s diversification across short, intermediate, and long-duration Treasuries and corporate bond exposures.