TRUE Private Wealth Advisors Buys ishares Gold Trust, iShares Core MSCI Total International Stock ETF, iShares Russell 1000 Value, Sells iShares 1-3 Year Treasury Bond ETF, iShares Core MSCI EAFE, iShares S&P 500 Value

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Apr 20, 2020
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Investment company TRUE Private Wealth Advisors (Current Portfolio) buys ishares Gold Trust, iShares Core MSCI Total International Stock ETF, iShares Russell 1000 Value, iShares Core MSCI Emerging Markets, iShares Core 1-5 Year USD Bond ETF, sells iShares 1-3 Year Treasury Bond ETF, iShares Core MSCI EAFE, iShares S&P 500 Value, iShares Select Dividend ETF, iShares Edge MSCI Min Vol USA during the 3-months ended 2020Q1, according to the most recent filings of the investment company, TRUE Private Wealth Advisors. As of 2020Q1, TRUE Private Wealth Advisors owns 692 stocks with a total value of $459 million. These are the details of the buys and sells.

For the details of TRUE Private Wealth Advisors's stock buys and sells, go to https://www.gurufocus.com/guru/true+private+wealth+advisors/current-portfolio/portfolio

These are the top 5 holdings of TRUE Private Wealth Advisors
  1. iShares Core S&P Total U.S. Stock Market (ITOT) - 1,163,164 shares, 14.50% of the total portfolio. Shares reduced by 14.93%
  2. iShares 1-3 Year Treasury Bond ETF (SHY) - 520,849 shares, 9.84% of the total portfolio. Shares reduced by 51.39%
  3. iShares Intermediate Government/Credit Bond (GVI) - 214,897 shares, 5.38% of the total portfolio. Shares reduced by 9.7%
  4. ishares Gold Trust (IAU) - 1,320,676 shares, 4.34% of the total portfolio. Shares added by 606.45%
  5. iShares Edge MSCI Min Vol USA (USMV) - 365,863 shares, 4.31% of the total portfolio. Shares reduced by 26.55%
New Purchase: iShares Intermediate Credit Bond ETF (IGIB)

TRUE Private Wealth Advisors initiated holding in iShares Intermediate Credit Bond ETF. The purchase prices were between $50.28 and $60.03, with an estimated average price of $57.43. The stock is now traded at around $57.44. The impact to a portfolio due to this purchase was 0.36%. The holding were 30,325 shares as of .

New Purchase: iShares Short Maturity Bond (NEAR)

TRUE Private Wealth Advisors initiated holding in iShares Short Maturity Bond. The purchase prices were between $45.53 and $50.41, with an estimated average price of $49.89. The stock is now traded at around $49.13. The impact to a portfolio due to this purchase was 0.28%. The holding were 26,738 shares as of .

New Purchase: iShares 0-5 Year High Yield Corporate Bond (SHYG)

TRUE Private Wealth Advisors initiated holding in iShares 0-5 Year High Yield Corporate Bond. The purchase prices were between $37.54 and $46.72, with an estimated average price of $45. The stock is now traded at around $42.31. The impact to a portfolio due to this purchase was 0.23%. The holding were 25,641 shares as of .

New Purchase: iShares 20+ Year Treasury Bond ETF (TLT)

TRUE Private Wealth Advisors initiated holding in iShares 20+ Year Treasury Bond ETF. The purchase prices were between $135.48 and $171.29, with an estimated average price of $148.44. The stock is now traded at around $168.09. The impact to a portfolio due to this purchase was 0.15%. The holding were 4,192 shares as of .

New Purchase: Truist Financial Corp (TFC)

TRUE Private Wealth Advisors initiated holding in Truist Financial Corp. The purchase prices were between $25.69 and $56.67, with an estimated average price of $47.68. The stock is now traded at around $34.82. The impact to a portfolio due to this purchase was 0.03%. The holding were 4,520 shares as of .

New Purchase: Ulta Beauty Inc (ULTA)

TRUE Private Wealth Advisors initiated holding in Ulta Beauty Inc. The purchase prices were between $128.52 and $301.34, with an estimated average price of $250.45. The stock is now traded at around $209.50. The impact to a portfolio due to this purchase was 0.03%. The holding were 686 shares as of .

Added: ishares Gold Trust (IAU)

TRUE Private Wealth Advisors added to a holding in ishares Gold Trust by 606.45%. The purchase prices were between $14.03 and $16.04, with an estimated average price of $15.12. The stock is now traded at around $16.19. The impact to a portfolio due to this purchase was 3.73%. The holding were 1,320,676 shares as of .

Added: iShares Core MSCI Total International Stock ETF (IXUS)

TRUE Private Wealth Advisors added to a holding in iShares Core MSCI Total International Stock ETF by 1122.14%. The purchase prices were between $40.8 and $63.03, with an estimated average price of $56.99. The stock is now traded at around $49.39. The impact to a portfolio due to this purchase was 3.1%. The holding were 330,099 shares as of .

Added: iShares Russell 1000 Value (IWD)

TRUE Private Wealth Advisors added to a holding in iShares Russell 1000 Value by 1406.74%. The purchase prices were between $84.45 and $137.35, with an estimated average price of $123.65. The stock is now traded at around $107.96. The impact to a portfolio due to this purchase was 1.4%. The holding were 69,566 shares as of .

Added: iShares Core MSCI Emerging Markets (IEMG)

TRUE Private Wealth Advisors added to a holding in iShares Core MSCI Emerging Markets by 77.98%. The purchase prices were between $36.22 and $55.44, with an estimated average price of $49.11. The stock is now traded at around $42.98. The impact to a portfolio due to this purchase was 0.72%. The holding were 186,278 shares as of .

Added: iShares Core 1-5 Year USD Bond ETF (ISTB)

TRUE Private Wealth Advisors added to a holding in iShares Core 1-5 Year USD Bond ETF by 30.08%. The purchase prices were between $48.12 and $51.23, with an estimated average price of $50.24. The stock is now traded at around $50.97. The impact to a portfolio due to this purchase was 0.66%. The holding were 260,726 shares as of .

Added: Anheuser-Busch InBev SA/NV (BUD)

TRUE Private Wealth Advisors added to a holding in Anheuser-Busch InBev SA/NV by 1596.71%. The purchase prices were between $35.18 and $83.45, with an estimated average price of $65.86. The stock is now traded at around $44.94. The impact to a portfolio due to this purchase was 0.57%. The holding were 63,457 shares as of .

Sold Out: Marsh & McLennan Companies Inc (MMC)

TRUE Private Wealth Advisors sold out a holding in Marsh & McLennan Companies Inc. The sale prices were between $76.69 and $119.45, with an estimated average price of $106.99.

Sold Out: Invesco S&P 500 Equal Weight (RSP)

TRUE Private Wealth Advisors sold out a holding in Invesco S&P 500 Equal Weight. The sale prices were between $71.66 and $118.71, with an estimated average price of $107.28.

Sold Out: iShares Core Dividend Growth (DGRO)

TRUE Private Wealth Advisors sold out a holding in iShares Core Dividend Growth. The sale prices were between $27.77 and $42.79, with an estimated average price of $38.83.

Sold Out: VanEck Vectors Morningstar Wide Moat (MOAT)

TRUE Private Wealth Advisors sold out a holding in VanEck Vectors Morningstar Wide Moat. The sale prices were between $37.74 and $56.59, with an estimated average price of $51.81.

Sold Out: iShares Global Consumer Discretionary (RXI)

TRUE Private Wealth Advisors sold out a holding in iShares Global Consumer Discretionary. The sale prices were between $82.78 and $128.65, with an estimated average price of $116.71.

Sold Out: Franklin Covey Co (FC)

TRUE Private Wealth Advisors sold out a holding in Franklin Covey Co. The sale prices were between $13.15 and $35.52, with an estimated average price of $28.82.



Here is the complete portfolio of TRUE Private Wealth Advisors. Also check out:

1. TRUE Private Wealth Advisors's Undervalued Stocks
2. TRUE Private Wealth Advisors's Top Growth Companies, and
3. TRUE Private Wealth Advisors's High Yield stocks
4. Stocks that TRUE Private Wealth Advisors keeps buying