Continuum Advisory LLC Refines ETF Portfolio with Targeted Acquisitions and Sales

Continuum Advisory LLC has actively managed its ETF portfolio in the fourth quarter, making notable adjustments that reflect a strategic approach to market conditions. The firm has increased its position in iShares Core S&P 500 ETF (IVV) by 29.2%, now owning 18,534 shares valued at $8.853 million, signaling confidence in the broader market’s performance. Additionally, Continuum Advisory LLC has expanded its holdings in Vanguard Large-Cap ETF (VV) by 2.7%, with a total investment worth $7.954 million, indicating a focus on large-cap stocks and has also grown its stake in iShares 20+ Year Treasury Bond ETF (TLT) by a significant 618.2%, making it the 6th largest holding in its investment portfolio which may suggest a shift towards more long-term, fixed-income securities.However, the firm has also divested from certain assets. It reduced its holdings in iShares 1-3 Year Treasury Bond ETF (SHY) by 48.6%, indicating a move away from shorter-term Treasury bonds. Similarly, Continuum Advisory LLC sold off 18.4% of its iShares Russell 2000 ETF (IWM) shares, which could imply a strategic departure from small-cap equities. Furthermore, the firm lessened its investment in Vanguard FTSE Emerging Markets ETF (VWO) by 1.5%, possibly reflecting a reassessment of emerging market risks or a reorientation towards other investment opportunities.These investment decisions showcase Continuum Advisory LLC’s proactive fund management and its commitment to adapting its portfolio in response to shifting market dynamics. The firm’s actions are in line with the broader trends of institutional investors who continually evaluate and adjust their positions to optimize performance and align with their investment strategies.

Key points

• Continuum Advisory LLC increased its stake in iShares Core S&P 500 ETF (IVV) by 29.

2%, now owning shares valued at $8.

853 million.

• Continuum Advisory LLC expanded its position in Vanguard Large-Cap ETF (VV) by 2.

7%, with a total investment worth $7.

954 million.

• The firm significantly increased its investment in iShares 20+ Year Treasury Bond ETF (TLT) by 618.

2%, making it the 6th largest holding in its portfolio.

• Continuum Advisory LLC reduced its holdings in iShares 1-3 Year Treasury Bond ETF (SHY) by 48.

6% and iShares Russell 2000 ETF (IWM) by 18.

4%.