Sherpa reads the bond holdings of the funds we track. Each week, Fund positioning describes where their money sits by sector, credit quality, maturity and country, and what moved. Alongside it, issuer flow reportsflag the companies whose ownership changed in ways the funds’ own week does not explain — which bonds moved, which funds moved them, and whether the move stands out from the market that week.
Emerson Electric
Emerson Electric: ETF Holdings Rise at the Short End#7 of 405 that week·8 of 10 moving funds added·+0.7% holdings
Broad additions, concentrated in bonds maturing within five years
10 Sep – 17 Sep 2026·Published 19 Sep 2026
IBM
IBM: ETF Holdings Fall as Reductions Concentrate at the Short End#10 of 435 that week·16 of 25 moving funds reduced·−2.2% holdings
Fewer funds adding than their own week implied, concentrated in bonds maturing within five years
26 Aug – 2 Sep 2026·Published 4 Sep 2026
Visa
Visa: ETF Holdings Fall Broadly, Led by One Fund Family#12 of 374 that week·10 of 12 moving funds reduced·−2.2% holdings
Broad reductions
25 Aug – 1 Sep 2026·Published 3 Sep 2026
SBA Communications
SBA Communications: ETF Holdings Rise at the Short End#2 of 351 that week·15 of 15 moving funds added·+6.7% holdings
Broad additions, concentrated in bonds maturing within five years
24 Aug – 31 Aug 2026·Published 2 Sep 2026
Centene
Centene: ETF Holdings Fall as Reductions Concentrate at the Short End#7 of 270 that week·9 of 11 moving funds reduced·−1.4% holdings
Broad reductions, concentrated in bonds maturing within five years
11 Aug – 18 Aug 2026·Published 20 Aug 2026
Fund positioning
Fund Positioning: More Funds Trimmed Government Than AddedAcross 91 funds reporting on both 2026-08-10 and 2026-08-17, this is where their holdings sat and what changed beyond each fund's own growth. Sector: 9 of the 12 funds that moved Government reduced it; 10 of the 14 funds that moved Material…
10 Aug – 17 Aug 2026 · 19 Aug 2026
Charter Comm Opt LLC
Charter Comm Opt LLC: ETF Holdings Fall at the Long End#1 of 297 that week·9 of 14 moving funds reduced·−29.8% holdings
Fewer funds adding than their own week implied, concentrated beyond ten years
6 Aug – 13 Aug 2026·Published 17 Aug 2026
Medical Properties Trust
Medical Properties Trust: ETF Holdings Fall at the Short End#2 of 370 that week·11 of 13 moving funds reduced·−57.1% holdings
Broad reductions, concentrated in bonds maturing within five years
4 Aug – 11 Aug 2026·Published 14 Aug 2026
Unilever Capital
Unilever Capital: ETF Holdings Fall at the Short End#6 of 370 that week·5 of 10 moving funds reduced·−0.2% holdings
Fewer funds adding than their own week implied, concentrated in bonds maturing within five years
4 Aug – 11 Aug 2026·Published 14 Aug 2026
SBA Communications
SBA Communications: ETF Holdings Rise at the Short End#5 of 370 that week·12 of 13 moving funds added·+2.3% holdings
Broad additions, concentrated in bonds maturing within five years
4 Aug – 11 Aug 2026·Published 15 Aug 2026
IBM
IBM: ETF Holdings Fall at the Short End While Longer Maturities Rise#9 of 370 that week·6 of 16 moving funds reduced·−0.1% holdings
Fewer funds adding than their own week implied, shifting toward longer maturities
4 Aug – 11 Aug 2026·Published 14 Aug 2026
Chevron U.S.A.
Chevron U.S.A. — Holdings Shift Toward Longer Maturities#11 of 370 that week·8 of 18 moving funds reduced·−0.6% holdings
Fewer funds adding than their own week implied, shifting toward longer maturities
4 Aug – 11 Aug 2026·Published 14 Aug 2026
Duke Energy Carolinas 1st Mortgage
Duke Energy Carolinas 1st Mortgage: ETF Holdings Fell Across Funds#13 of 370 that week·6 of 16 moving funds reduced·−1.1% holdings
Fewer funds adding than their own week implied
4 Aug – 11 Aug 2026·Published 14 Aug 2026
Whirlpool
Whirlpool: ETF Holdings Rise Broadly, Led by One Fund Family#5 of 452 that week·11 of 12 moving funds added·+3.2% holdings
Broad additions
28 Jul – 4 Aug 2026·Published 14 Aug 2026
Targa Resources
Targa Resources: ETF Holdings Fall in Bonds Maturing Within Five Years#10 of 452 that week·16 of 21 moving funds reduced·−1.7% holdings
Broad reductions, concentrated in bonds maturing within five years
28 Jul – 4 Aug 2026·Published 15 Aug 2026
John Deere Capital
John Deere Capital: ETF Holdings Fall at the Short End#14 of 452 that week·16 of 21 moving funds reduced·−1.0% holdings
Broad reductions, concentrated in bonds maturing within five years
28 Jul – 4 Aug 2026·Published 14 Aug 2026
Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group: ETF Holdings Fall at the Short End#16 of 452 that week·13 of 18 moving funds reduced·−3.8% holdings
Broad reductions, concentrated in bonds maturing within five years
28 Jul – 4 Aug 2026·Published 14 Aug 2026