Gould Asset Management Llc Buys iShares Short Treasury Bond ETF, SPDR Gold MiniShares Trust, iShares MSCI USA ESG Select, Sells Vanguard FTSE All World Ex US, SPDR Russell 1000 ETF, iShares Russell Mid-Cap

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Apr 23, 2020
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Investment company Gould Asset Management Llc (Current Portfolio) buys iShares Short Treasury Bond ETF, SPDR Gold MiniShares Trust, iShares MSCI USA ESG Select, SPDR MidCap Trust Series I, SPDR Bloomberg Barclays 1-3 Month T-Bill, sells Vanguard FTSE All World Ex US, SPDR Russell 1000 ETF, iShares Russell Mid-Cap, Vanguard Total Bond Market ETF, Schwab International Equity during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Gould Asset Management Llc . As of 2020Q1, Gould Asset Management Llc owns 117 stocks with a total value of $259 million. These are the details of the buys and sells.

For the details of GOULD ASSET MANAGEMENT LLC 's stock buys and sells, go to https://www.gurufocus.com/guru/gould+asset+management+llc+/current-portfolio/portfolio

These are the top 5 holdings of GOULD ASSET MANAGEMENT LLC
  1. SPDR S&P 500 (SPY) - 313,718 shares, 31.28% of the total portfolio. Shares reduced by 0.9%
  2. Vanguard Short-Term Government Bond ETF (VGSH) - 420,463 shares, 10.14% of the total portfolio. Shares reduced by 1.05%
  3. Vanguard Short-Term Corporate Bond ETF (VCSH) - 188,649 shares, 5.77% of the total portfolio. Shares added by 2.29%
  4. iShares 20+ Year Treasury Bond ETF (TLT) - 75,135 shares, 4.79% of the total portfolio. Shares added by 4.61%
  5. iShares Short Treasury Bond ETF (SHV) - 100,040 shares, 4.30% of the total portfolio. Shares added by 1787.55%
New Purchase: iShares MSCI USA ESG Select (SUSA)

Gould Asset Management Llc initiated holding in iShares MSCI USA ESG Select. The purchase prices were between $95.06 and $141.74, with an estimated average price of $129.1. The stock is now traded at around $118.50. The impact to a portfolio due to this purchase was 0.32%. The holding were 7,575 shares as of .

New Purchase: Gilead Sciences Inc (GILD)

Gould Asset Management Llc initiated holding in Gilead Sciences Inc. The purchase prices were between $62.63 and $80.22, with an estimated average price of $68.92. The stock is now traded at around $81.31. The impact to a portfolio due to this purchase was 0.11%. The holding were 3,834 shares as of .

New Purchase: CVS Health Corp (CVS)

Gould Asset Management Llc initiated holding in CVS Health Corp. The purchase prices were between $52.3 and $76.05, with an estimated average price of $67.09. The stock is now traded at around $60.35. The impact to a portfolio due to this purchase was 0.08%. The holding were 3,600 shares as of .

New Purchase: General Electric Co (GE)

Gould Asset Management Llc initiated holding in General Electric Co. The purchase prices were between $6.11 and $13.16, with an estimated average price of $10.75. The stock is now traded at around $6.43. The impact to a portfolio due to this purchase was 0.03%. The holding were 10,996 shares as of .

Added: iShares Short Treasury Bond ETF (SHV)

Gould Asset Management Llc added to a holding in iShares Short Treasury Bond ETF by 1787.55%. The purchase prices were between $110.45 and $111.07, with an estimated average price of $110.66. The stock is now traded at around $110.92. The impact to a portfolio due to this purchase was 4.07%. The holding were 100,040 shares as of .

Added: SPDR Gold MiniShares Trust (GLDM)

Gould Asset Management Llc added to a holding in SPDR Gold MiniShares Trust by 209.90%. The purchase prices were between $14.64 and $16.74, with an estimated average price of $15.78. The stock is now traded at around $17.12. The impact to a portfolio due to this purchase was 2.51%. The holding were 609,805 shares as of .

Added: SPDR MidCap Trust Series I (MDY)

Gould Asset Management Llc added to a holding in SPDR MidCap Trust Series I by 35.76%. The purchase prices were between $220.85 and $384.02, with an estimated average price of $342.7. The stock is now traded at around $275.05. The impact to a portfolio due to this purchase was 0.24%. The holding were 9,111 shares as of .

Added: SPDR Bloomberg Barclays 1-3 Month T-Bill (BIL)

Gould Asset Management Llc added to a holding in SPDR Bloomberg Barclays 1-3 Month T-Bill by 130.55%. The purchase prices were between $91.19 and $91.61, with an estimated average price of $91.38. The stock is now traded at around $91.55. The impact to a portfolio due to this purchase was 0.18%. The holding were 8,830 shares as of .

Added: Vanguard High Dividend Yield (VYM)

Gould Asset Management Llc added to a holding in Vanguard High Dividend Yield by 29.44%. The purchase prices were between $60.97 and $94.78, with an estimated average price of $86.65. The stock is now traded at around $75.63. The impact to a portfolio due to this purchase was 0.09%. The holding were 13,850 shares as of .

Added: Alerian MLP (AMLP)

Gould Asset Management Llc added to a holding in Alerian MLP by 78.97%. The purchase prices were between $2.82 and $8.67, with an estimated average price of $6.68. The stock is now traded at around $4.36. The impact to a portfolio due to this purchase was 0.08%. The holding were 131,596 shares as of .

Sold Out: SPDR Russell 1000 ETF (ELR)

Gould Asset Management Llc sold out a holding in SPDR Russell 1000 ETF. The sale prices were between $86.92 and $86.92, with an estimated average price of $86.92.

Sold Out: iShares Russell Mid-Cap (IWR)

Gould Asset Management Llc sold out a holding in iShares Russell Mid-Cap. The sale prices were between $36.57 and $61.56, with an estimated average price of $54.7.

Sold Out: Targa Resources Corp (TRGP)

Gould Asset Management Llc sold out a holding in Targa Resources Corp. The sale prices were between $4.73 and $41.97, with an estimated average price of $30.18.

Sold Out: Vanguard Total International Stock (VXUS)

Gould Asset Management Llc sold out a holding in Vanguard Total International Stock. The sale prices were between $36.75 and $56.64, with an estimated average price of $51.24.

Sold Out: Brookfield Asset Management Inc (BAM)

Gould Asset Management Llc sold out a holding in Brookfield Asset Management Inc. The sale prices were between $22.05 and $45.53, with an estimated average price of $38.6.

Sold Out: Chevron Corp (CVX)

Gould Asset Management Llc sold out a holding in Chevron Corp. The sale prices were between $54.22 and $121.43, with an estimated average price of $99.58.



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