Hershey Financial Advisers Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Convertible Bond ETF
ICVT
|
+$6.53M |
| 2 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
+$4.17M |
| 3 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$3.88M |
| 4 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
+$3.87M |
| 5 |
iShares Core Moderate Allocation ETF
AOM
|
+$3.85M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total Bond Market
BND
|
+$4.27M |
| 2 |
Janus Henderson Short Duration Income ETF
VNLA
|
+$4.14M |
| 3 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$3.95M |
| 4 |
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$3.89M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$3.86M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 7.35% |
| 2 | Industrials | 3.58% |
| 3 | Materials | 1.87% |
| 4 | Healthcare | 1.58% |
| 5 | Energy | 1.55% |
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Similar funds
Hershey Financial Advisers's Q1 2026 Portfolio in Review
As of Q1 2026, Hershey Financial Advisers held 111 positions worth $116M, down 2.1% from $118M the previous quarter. Its ten largest holdings account for 36% of the portfolio.
Hershey Financial Advisers withdrew a net $5.51M in Q1 2026, closing 31 positions and reducing 26 holdings. Its most notable exit was Janus Henderson Short Duration Income ETF, an estimated $4.14M position sold in full.
By sector, the portfolio is most concentrated in Technology at 7.3% of assets, up from 4.1% a quarter earlier, followed by Industrials and Materials.
Against the trend, Hershey Financial Advisers opened a new position in iShares Convertible Bond ETF worth $6.42M.
- Hershey Financial Advisers's largest Q1 2026 buy was iShares Convertible Bond ETF: 63,082 shares worth $6.42M.
- Hershey Financial Advisers added most to First Trust Morningstar Dividend Leaders Index Fund in Q1 2026, an estimated $2.11M increase.
- Hershey Financial Advisers's biggest Q1 2026 reduction was Vanguard Total Bond Market, cutting an estimated $4.27M.
- Hershey Financial Advisers fully exited Janus Henderson Short Duration Income ETF in Q1 2026, selling an estimated $4.14M.
- Hershey Financial Advisers's ten largest holdings make up 36% of its $116M portfolio in Q1 2026.
- Hershey Financial Advisers opened 33 new positions and closed 31 in Q1 2026.
- Hershey Financial Advisers's portfolio value fell 2.1% quarter-over-quarter to $116M.
Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.