D L CARLSON INVESTMENT GROUP INC quarter change: USA ETF, Unchanged
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, D L CARLSON INVESTMENT GROUP INC opened 10 positions, added to 20, reduced 12, sold out of 11 and left 6 unchanged. The largest increase in value was SCHB (+$10,013,014); the largest decrease was XLE (-$9,242,090).
- IJR: Country of operation —; Class CORE S&P SCP ETF; Shares 2026-03-31 1,937; Shares 2026-06-30 1,937.
- VB: Country of operation —; Class SMALL CP ETF; Shares 2026-03-31 774; Shares 2026-06-30 774.
- IEF: Country of operation —; Class 7-10 YR TRSY BD; Shares 2026-03-31 5,715; Shares 2026-06-30 5,715.
- GBF: Country of operation —; Class GOV/CRED BD ETF; Shares 2026-03-31 7,008; Shares 2026-06-30 7,008.
Two Form 13F-HR filings compared (SEC CIK 1021117): 2026-03-31 (filed 2026-05-13) and 2026-06-30 (filed 2026-08-11). 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; share change is the position change.
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