Good morning. Here’s your income-focused recap of yesterday’s moves—and what to watch next.
Opening Recap
Market Pulse
Markets drifted sideways as big players rotated tactics, shifting focus from frothy small caps to stable dividend payers and core income funds. The churn kept major indices in a tight range, highlighting cautious positioning heading into today’s session.
Key Movers
First Hawaiian Bank’s trimming of iShares TIPS Bond ETF (TIP), MSCI EAFE ETF (EFA) and iShares Core S&P Mid-Cap ETF (IJH) underscores a move away from duration and mid-cap risk. Meanwhile, Thurston Springer Miller Herd & Titak ramped up stakes in Vanguard Dividend Appreciation ETF (VIG) and Crown Castle (CCI), leaning into predictable distributions.
Macro & Politics
Washington remained mum on policy shifts, though chatter about corporate tax tweaks and trade talks simmers—any pick-up could jolt sentiment.
What’s Next
Watch for Fed speakers and bond auctions today; any hawkish tone or tepid demand could spark fresh moves.
Enhanced Market Commentary
Everyone’s praising the hunt for yield, but very few are flagging the threat of rising rates catching bond holders off guard. First Hawaiian Bank’s reduction in iShares TIPS Bond ETF $TIP (ETF Daily News) doesn’t mesh with a one-trick safety play — it signals that hedged inflation bets aren’t as rock-solid as advertised.
At the same time, Franklin’s heavy tilt into the International Core Dividend Tilt ETF $DIVI (ETF Daily News) and Thurston Springer Miller Herd & Titak’s batch purchase of Capital Group Global Growth Equity ETF $CGGO (ETF Daily News) read like two sides of the same thesis: institutions are betting income diversity will outlast any single market surge. It’s a classic bait-and-switch combo that deserves a closer look.
Here’s the fix: reallocate from overheated small-cap growth in IJR and IJT (ETF Daily News) and tech expos in Taiwan Semiconductor $TSM (ETF Daily News) into high-quality, dividend-grown ETFs like DIVI and VIG (ETF Daily News). Do it now before the next rate shock forces the herd to retreat.
📈 Breaking Financial News
Franklin International Core Dividend Tilt Index ETF $DIVI Shares Bought by First Hawaiian Bank
First Hawaiian Bank lifted its stake in Franklin International Core Dividend Tilt Index ETF (NYSEARCA:DIVI – Free Report) by 41.8% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 139,987 shares of the company’s stock after purchasing an ad…
Vanguard Dividend Appreciation ETF $VIG Shares Bought by Thurston Springer Miller Herd & Titak Inc.
Thurston Springer Miller Herd & Titak Inc. raised its stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 15.2% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. Th…
First Hawaiian Bank Sells 120 Shares of iShares TIPS Bond ETF $TIP
First Hawaiian Bank trimmed its position in iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 4.7% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional invest…
First Hawaiian Bank Sells 1,543 Shares of iShares MSCI EAFE ETF $EFA
First Hawaiian Bank lessened its position in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 1.6% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional inve…
First Hawaiian Bank Sells 78 Shares of Johnson & Johnson $JNJ
First Hawaiian Bank lessened its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 5.0% in the 2nd quarter, Holdings Channel.com reports. The fund owned 1,485 shares of the company’s stock after selling 78 shares during the period. First Hawaiian Bank…
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🔍 Market Analysis & Insights
First Hawaiian Bank Sells 20,310 Shares of Capital One Financial Corporation $COF
First Hawaiian Bank cut its holdings in Capital One Financial Corporation (NYSE:COF – Free Report) by 95.2% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,029 shares of the financial servi…
First Hawaiian Bank Sells 14,865 Shares of iShares Core S&P Mid-Cap ETF $IJH
First Hawaiian Bank lessened its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 7.6% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 179,…
First Hawaiian Bank Cuts Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
First Hawaiian Bank lessened its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 87.4% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 957 shares o…
First Hawaiian Bank Sells 3,121 Shares of iShares Core S&P Small-Cap ETF $IJR
First Hawaiian Bank lessened its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 6.3% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 46,413 shar…
Capital Group Global Growth Equity ETF $CGGO Shares Purchased by Thurston Springer Miller Herd & Titak Inc.
Thurston Springer Miller Herd & Titak Inc. boosted its holdings in Capital Group Global Growth Equity ETF (NYSEARCA:CGGO – Free Report) by 136.0% in the second quarter, HoldingsChannel.com reports. The firm owned 6,845 shares of the company’s stock after buyi…
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💰 Investment Opportunities
Thurston Springer Miller Herd & Titak Inc. Acquires 591 Shares of Crown Castle Inc. $CCI
Thurston Springer Miller Herd & Titak Inc. raised its holdings in shares of Crown Castle Inc. (NYSE:CCI – Free Report) by 37.3% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned…
Thurston Springer Miller Herd & Titak Inc. Has $235,000 Stock Position in Capital Group Core Equity ETF $CGUS
Thurston Springer Miller Herd & Titak Inc. boosted its stake in Capital Group Core Equity ETF (NYSEARCA:CGUS – Free Report) by 24.0% during the second quarter, according to the company in its most recent filing with the SEC. The fund owned 6,356 shares of the…
Thurston Springer Miller Herd & Titak Inc. Raises Stake in PPL Corporation $PPL
Thurston Springer Miller Herd & Titak Inc. raised its position in PPL Corporation (NYSE:PPL – Free Report) by 46.9% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 6,088 shares of t…
First Hawaiian Bank Sells 358 Shares of iShares S&P Small-Cap 600 Growth ETF $IJT
First Hawaiian Bank decreased its holdings in shares of iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT – Free Report) by 2.8% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The f…
