ALONGSIDE, LLC historic quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 1 quarter from 2025-12-31 to 2026-06-30, ALONGSIDE, LLC opened 53 positions, added to 34, reduced 12 and sold out of 5.
- Q2 2026: Stock VOO; Country of operation —; Class S&P 500 ETF SHS; Shares before 47,061.
- Q2 2026: Stock HTRB; Country of operation —; Class TOTAL RTRN ETF; Shares before 362,094.
- Q2 2026: Stock USHY; Country of operation —; Class BROAD USD HIGH; Shares before 303,349.
- Q2 2026: Stock IXUS; Country of operation —; Class CORE MSCI TOTAL; Shares before 268,148.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2113496), 1 quarter: Q2 2026 (2025-12-31 to 2026-06-30, filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 47,061 | 18,053 | -29,008 | $29,513,185 | $12,399,273 | -$17,113,912 | 2026-08-14 |
|---|
| Q2 2026 | HTRB
HARTFORD FDS EXCHANGE TRADED | | TOTAL RTRN ETF | 362,094 | 67,919 | -294,175 | $12,365,521 | $2,291,257 | -$10,074,264 | 2026-08-14 |
|---|
| Q2 2026 | USHY
ISHARES TR | | BROAD USD HIGH | 303,349 | 143,374 | -159,975 | $11,343,752 | $5,307,706 | -$6,036,046 | 2026-08-14 |
|---|
| Q2 2026 | IXUS
ISHARES TR | | CORE MSCI TOTAL | 268,148 | 265,293 | -2,855 | $22,696,040 | $25,319,586 | +$2,623,546 | 2026-08-14 |
|---|
| Q2 2026 | VB
VANGUARD INDEX FDS | | SMALL CP ETF | 19,312 | 8,928 | -10,384 | $4,981,488 | $2,706,324 | -$2,275,164 | 2026-08-14 |
|---|
| Q2 2026 | SCHP
SCHWAB STRATEGIC TR | | US TIPS ETF | 97,988 | 25,677 | -72,311 | $2,595,709 | $680,428 | -$1,915,281 | 2026-08-14 |
|---|
| Q2 2026 | USRT
ISHARES TR | | CRE U S REIT ETF | 56,535 | 25,507 | -31,028 | $3,220,233 | $1,694,971 | -$1,525,262 | 2026-08-14 |
|---|
| Q2 2026 | AGG
ISHARES TR | | CORE US AGGBD ET | 8,117 | 6,664 | -1,453 | $810,714 | $659,578 | -$151,136 | 2026-08-14 |
|---|
| Q2 2026 | EFG
ISHARES TR | | EAFE GRWTH ETF | 4,561 | 4,333 | -228 | $519,620 | $539,063 | +$19,443 | 2026-08-14 |
|---|
| Q2 2026 | IWB
ISHARES TR | | RUS 1000 ETF | 1,888 | 1,678 | -210 | $704,995 | $687,155 | -$17,840 | 2026-08-14 |
|---|
| Q2 2026 | IUSG
ISHARES TR | | CORE S&P US GWT | 1,613 | 1,493 | -120 | $270,852 | $280,888 | +$10,036 | 2026-08-14 |
|---|
| Q2 2026 | MGV
VANGUARD WORLD FD | | MEGA CAP VAL ETF | 1,834 | 1,597 | -237 | $258,819 | $261,058 | +$2,239 | 2026-08-14 |
|---|
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