Schwallier Wealth: Major Shift in Bond ETF Strategy

Schwallier Wealth Management significantly reduced its investment in the Invesco Equal Weight zero to thirty year Treasury ETF, GOVI, by 85% in Q1 2026. This move, which involved selling 260,955 shares worth $7.21 million, indicates a strategic shift for the fee-only firm. Their top holdings now include Invesco S&P 500 Quality ETF, Vanguard Value ETF, and Schwab U.S. Large Cap Growth ETF. This change may suggest Schwallier is anticipating steadier or higher yields in the future, making it worth considering for your own fixed income strategies. Support the show:Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN:[email protected] This is an automated, high-level news summary based on public reporting.Report issues to [email protected]. View sources & latest updates:https://sources.thednn.ai/7d2ade45c478648c