Cerity Partners Retirement Plan Advisors LLC historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 1 quarter from 2026-03-31 to 2026-06-30, Cerity Partners Retirement Plan Advisors LLC opened 21 positions, added to 6, reduced 4 and sold out of 18.
- Q2 2026: Stock IJH; Country of operation —; Class CORE S&P MCP ETF; Shares before 40,542.
- Q2 2026: Stock IJR; Country of operation —; Class CORE S&P SCP ETF; Shares before 20,408.
- Q2 2026: Stock CWI; Country of operation —; Class STATE STREET SPD; Shares before 70,205.
- Q2 2026: Stock BSV; Country of operation —; Class SHORT TRM BOND; Shares before 31,768.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2128338), 1 quarter: Q2 2026 (2026-03-31 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 2026-03-31.
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