APCM Wealth Management for Individuals Buys iShares National Muni Bond ETF, iShares Core S&P 500 ETF, SPDR Nuveen Barclays Short Term Municipal Bond ETF, Sells iShares MSCI EAFE ETF, iShares Core S&P Mid-Cap ETF, Vanguard Total Bond Market ETF

Author's Avatar
Feb 11, 2020
Article's Main Image
Investment company APCM Wealth Management for Individuals (Current Portfolio) buys iShares National Muni Bond ETF, iShares Core S&P 500 ETF, SPDR Nuveen Barclays Short Term Municipal Bond ETF, Apple Inc, PowerShares DB Optimum Yield Diversified Commoditi, sells iShares MSCI EAFE ETF, iShares Core S&P Mid-Cap ETF, Vanguard Total Bond Market ETF, SPDR S&P 500 ETF Trust, iShares Core MSCI EAFE ETF during the 3-months ended 2019Q4, according to the most recent filings of the investment company, APCM Wealth Management for Individuals. As of 2019Q4, APCM Wealth Management for Individuals owns 60 stocks with a total value of $563 million. These are the details of the buys and sells.

For the details of APCM Wealth Management for Individuals's stock buys and sells, go to https://www.gurufocus.com/guru/apcm+wealth+management+for+individuals/current-portfolio/portfolio

These are the top 5 holdings of APCM Wealth Management for Individuals
  1. SPDR S&P 500 ETF Trust (SPY) - 261,547 shares, 14.95% of the total portfolio. Shares reduced by 33.79%
  2. Vanguard Total Bond Market ETF (BND) - 649,891 shares, 9.68% of the total portfolio. Shares reduced by 41.95%
  3. iShares Core S&P Mid-Cap ETF (IJH) - 264,658 shares, 9.67% of the total portfolio. Shares reduced by 44.94%
  4. iShares Core MSCI EAFE ETF (IEFA) - 775,419 shares, 8.98% of the total portfolio. Shares reduced by 34.08%
  5. iShares Core S&P 500 ETF (IVV) - 120,920 shares, 6.94% of the total portfolio. Shares added by 698.68%
New Purchase: iShares National Muni Bond ETF (MUB)

APCM Wealth Management for Individuals initiated holding in iShares National Muni Bond ETF. The purchase prices were between $113.18 and $114.61, with an estimated average price of $113.91. The stock is now traded at around $115.60. The impact to a portfolio due to this purchase was 6.35%. The holding were 314,171 shares as of .

New Purchase: Apple Inc (AAPL)

APCM Wealth Management for Individuals initiated holding in Apple Inc. The purchase prices were between $218.96 and $293.65, with an estimated average price of $258.41. The stock is now traded at around $319.61. The impact to a portfolio due to this purchase was 0.69%. The holding were 13,220 shares as of .

New Purchase: Schwab U.S. Broad MarketETF (SCHB)

APCM Wealth Management for Individuals initiated holding in Schwab U.S. Broad MarketETF. The purchase prices were between $68.93 and $77.15, with an estimated average price of $73.75. The stock is now traded at around $80.05. The impact to a portfolio due to this purchase was 0.45%. The holding were 32,612 shares as of .

New Purchase: Schwab US Aggregate Bond ETF (SCHZ)

APCM Wealth Management for Individuals initiated holding in Schwab US Aggregate Bond ETF. The purchase prices were between $53.21 and $54.14, with an estimated average price of $53.59. The stock is now traded at around $54.28. The impact to a portfolio due to this purchase was 0.21%. The holding were 22,581 shares as of .

New Purchase: Vanguard Total Stock Market ETF (VTI)

APCM Wealth Management for Individuals initiated holding in Vanguard Total Stock Market ETF. The purchase prices were between $146.61 and $164.29, with an estimated average price of $156.97. The stock is now traded at around $170.42. The impact to a portfolio due to this purchase was 0.19%. The holding were 6,433 shares as of .

New Purchase: ConocoPhillips (COP)

APCM Wealth Management for Individuals initiated holding in ConocoPhillips. The purchase prices were between $53.07 and $65.03, with an estimated average price of $58.97. The stock is now traded at around $58.71. The impact to a portfolio due to this purchase was 0.16%. The holding were 13,855 shares as of .

Added: iShares Core S&P 500 ETF (IVV)

APCM Wealth Management for Individuals added to a holding in iShares Core S&P 500 ETF by 698.68%. The purchase prices were between $287.78 and $324.32, with an estimated average price of $308.1. The stock is now traded at around $336.84. The impact to a portfolio due to this purchase was 6.07%. The holding were 120,920 shares as of .

Added: SPDR Nuveen Barclays Short Term Municipal Bond ETF (SHM)

APCM Wealth Management for Individuals added to a holding in SPDR Nuveen Barclays Short Term Municipal Bond ETF by 558.86%. The purchase prices were between $48.91 and $49.12, with an estimated average price of $49.03. The stock is now traded at around $49.34. The impact to a portfolio due to this purchase was 4.11%. The holding were 556,571 shares as of .

Added: PowerShares DB Optimum Yield Diversified Commoditi (PDBC)

APCM Wealth Management for Individuals added to a holding in PowerShares DB Optimum Yield Diversified Commoditi by 30.52%. The purchase prices were between $15.48 and $16.67, with an estimated average price of $16.11. The stock is now traded at around $15.01. The impact to a portfolio due to this purchase was 0.62%. The holding were 908,669 shares as of .

Added: Vanguard REIT ETF (VNQ)

APCM Wealth Management for Individuals added to a holding in Vanguard REIT ETF by 33.19%. The purchase prices were between $90.14 and $95.25, with an estimated average price of $92.6. The stock is now traded at around $97.37. The impact to a portfolio due to this purchase was 0.03%. The holding were 8,195 shares as of .

Added: Vanguard High Dividend Yield Index Fund (VYM)

APCM Wealth Management for Individuals added to a holding in Vanguard High Dividend Yield Index Fund by 34.98%. The purchase prices were between $85.84 and $94.47, with an estimated average price of $90.79. The stock is now traded at around $94.35. The impact to a portfolio due to this purchase was 0.03%. The holding were 6,460 shares as of .

Added: iShares 1-3 Year Credit Bond ETF (IGSB)

APCM Wealth Management for Individuals added to a holding in iShares 1-3 Year Credit Bond ETF by 20.43%. The purchase prices were between $53.05 and $53.54, with an estimated average price of $53.25. The stock is now traded at around $53.97. The impact to a portfolio due to this purchase was 0.01%. The holding were 4,516 shares as of .

Sold Out: iShares Intermediate Government/Credit Bond ETF (GVI)

APCM Wealth Management for Individuals sold out a holding in iShares Intermediate Government/Credit Bond ETF. The sale prices were between $112.03 and $113.21, with an estimated average price of $112.55.

Sold Out: iShares S&P 500 Value ETF (IVE)

APCM Wealth Management for Individuals sold out a holding in iShares S&P 500 Value ETF. The sale prices were between $114.75 and $130.26, with an estimated average price of $123.95.

Sold Out: Vanguard Short-Term Corporate Bond ETF (VCSH)

APCM Wealth Management for Individuals sold out a holding in Vanguard Short-Term Corporate Bond ETF. The sale prices were between $80.76 and $81.3, with an estimated average price of $81.01.

Sold Out: SPDR Barclays Intermediate Term Corporate Bond ETF (SPIB)

APCM Wealth Management for Individuals sold out a holding in SPDR Barclays Intermediate Term Corporate Bond ETF. The sale prices were between $35.06 and $35.42, with an estimated average price of $35.25.

Sold Out: WisdomTree MidCap Dividend Fund (DON)

APCM Wealth Management for Individuals sold out a holding in WisdomTree MidCap Dividend Fund. The sale prices were between $34.69 and $38.03, with an estimated average price of $36.79.



Here is the complete portfolio of APCM Wealth Management for Individuals. Also check out:

1. APCM Wealth Management for Individuals's Undervalued Stocks
2. APCM Wealth Management for Individuals's Top Growth Companies, and
3. APCM Wealth Management for Individuals's High Yield stocks
4. Stocks that APCM Wealth Management for Individuals keeps buying