Insight Wealth Strategies, LLC

Insight Wealth Strategies runs a $1.0 billion, 183-holding book built almost entirely from factor and fixed-income ETFs, and this quarter it rewired the bond side of that book rather than made a directional equity call. The firm exited four core fixed-income funds outright — the investment-grade corporate ETF LQD ($27.4 million), the long-duration corporate ETF IGLB ($24.6 million), the mortgage-backed JMBS ($20.5 million) and the high-yield PGHY ($16.1 million) — and replaced them with a new $27.1 million stake in the 20+ year Treasury ETF TLT, a new $28.2 million position in the floating-rate note fund FLTR, and a new $22.7 million stake in the preferred/hybrid ETF VRP. The effect is a barbell: extend duration risk into long Treasuries at one end while shifting the credit sleeve toward floating-rate and preferred instruments at the other, stepping away from plain investment-grade corporate exposure. Chevron (CVX), the largest single holding a quarter ago at 4.1% of the book, was trimmed to 2.8% and is now outranked by six different ETFs — the portfolio's center of gravity has shifted fully into the fund lineup.