Triad Wealth Partners Builds Stake in iShares International Country Rotation Active ETF, According to Recent SEC Filing [Globe and Mail, The (Toronto, Canada)]
BlackRock, Inc. (BLK)
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Source: Globe and Mail, The
Quarter-end stake value increased by $45.67 million, reflecting both share purchases and price drift Transaction equates to a 3.62% increase in 13F reportable assets under management New holding: 1,420,366 shares valued at $45.67 million as of March 31, 2026 The position represents 3.62% of fund AUM, which places it outside the fund's top five holdings What happened According to its SEC filing dated April 16, 2026, Triad Wealth Partners, LLC established a new position in iShares International Country Rotation Active ETF (NASDAQ:CORO) , purchasing 1,420,366 shares. The quarter-end reported value of the position also totaled $45.67 million, reflecting both the purchase and any price movement during the period. What else to know This was a new position for Triad Wealth Partners, LLC, representing 3.62% of its 13F reportable assets under management as of March 31, 2026 Top holdings after the filing: NYSEMKT:IVE: $54.95 million (4.4% of AUM) NYSEMKT:VOO: $53.72 million
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