JBJ Investment Partners, LLC Buys Vanguard Div Appreciation, Vanguard Short-Term Government Bond ETF, Vanguard Total Stock Market, Sells Invesco Preferred, iShares Intermediate Credit Bond ETF, Schwab U.S. Large-Cap Value

Author's Avatar
Apr 24, 2020
Article's Main Image
Investment company JBJ Investment Partners, LLC (Current Portfolio) buys Vanguard Div Appreciation, Vanguard Short-Term Government Bond ETF, Vanguard Total Stock Market, Vanguard FTSE Developed Markets, Schwab Emerging Markets Equity, sells Invesco Preferred, iShares Intermediate Credit Bond ETF, Schwab U.S. Large-Cap Value, Schwab U.S. Large-Cap, SPDR Wells Fargo Preferred Stock during the 3-months ended 2020Q1, according to the most recent filings of the investment company, JBJ Investment Partners, LLC. As of 2020Q1, JBJ Investment Partners, LLC owns 43 stocks with a total value of $258 million. These are the details of the buys and sells.

For the details of JBJ Investment Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/jbj+investment+partners%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of JBJ Investment Partners, LLC
  1. Schwab US Dividend Equity (SCHD) - 1,410,634 shares, 24.59% of the total portfolio. Shares reduced by 15.02%
  2. Schwab US Aggregate Bond (SCHZ) - 507,941 shares, 10.68% of the total portfolio. Shares reduced by 4.4%
  3. Schwab U.S. Broad Market (SCHB) - 438,801 shares, 10.28% of the total portfolio. Shares reduced by 6.83%
  4. Schwab International Equity (SCHF) - 965,137 shares, 9.67% of the total portfolio. Shares reduced by 13.47%
  5. Vanguard Div Appreciation (VIG) - 203,026 shares, 8.14% of the total portfolio. New Position
New Purchase: Vanguard Div Appreciation (VIG)

JBJ Investment Partners, LLC initiated holding in Vanguard Div Appreciation. The purchase prices were between $89.24 and $130.69, with an estimated average price of $120.14. The stock is now traded at around $111.21. The impact to a portfolio due to this purchase was 8.14%. The holding were 203,026 shares as of .

New Purchase: Vanguard Short-Term Government Bond ETF (VGSH)

JBJ Investment Partners, LLC initiated holding in Vanguard Short-Term Government Bond ETF. The purchase prices were between $60.83 and $62.34, with an estimated average price of $61.33. The stock is now traded at around $62.26. The impact to a portfolio due to this purchase was 4%. The holding were 165,435 shares as of .

New Purchase: Vanguard FTSE Developed Markets (VEA)

JBJ Investment Partners, LLC initiated holding in Vanguard FTSE Developed Markets. The purchase prices were between $28.78 and $44.66, with an estimated average price of $40.48. The stock is now traded at around $34.44. The impact to a portfolio due to this purchase was 2.56%. The holding were 197,732 shares as of .

New Purchase: Vanguard FTSE Emerging Markets (VWO)

JBJ Investment Partners, LLC initiated holding in Vanguard FTSE Emerging Markets. The purchase prices were between $30.46 and $45.91, with an estimated average price of $41.1. The stock is now traded at around $34.94. The impact to a portfolio due to this purchase was 1.06%. The holding were 81,294 shares as of .

New Purchase: Vanguard Tax-Exempt Bond (VTEB)

JBJ Investment Partners, LLC initiated holding in Vanguard Tax-Exempt Bond. The purchase prices were between $45.81 and $55.19, with an estimated average price of $53.67. The stock is now traded at around $52.44. The impact to a portfolio due to this purchase was 0.72%. The holding were 34,949 shares as of .

New Purchase: Alerian MLP (AMLP)

JBJ Investment Partners, LLC initiated holding in Alerian MLP. 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 $4.60. The impact to a portfolio due to this purchase was 0.58%. The holding were 431,787 shares as of .

Added: Vanguard Total Stock Market (VTI)

JBJ Investment Partners, LLC added to a holding in Vanguard Total Stock Market by 4584.34%. The purchase prices were between $111.91 and $172.17, with an estimated average price of $155.87. The stock is now traded at around $140.08. The impact to a portfolio due to this purchase was 3.23%. The holding were 66,096 shares as of .

Added: Schwab Emerging Markets Equity (SCHE)

JBJ Investment Partners, LLC added to a holding in Schwab Emerging Markets Equity by 36.88%. The purchase prices were between $18.68 and $28.22, with an estimated average price of $25.22. The stock is now traded at around $21.42. The impact to a portfolio due to this purchase was 1.08%. The holding were 501,091 shares as of .

Added: Global X MLP (MLPA)

JBJ Investment Partners, LLC added to a holding in Global X MLP by 22.94%. The purchase prices were between $2.43 and $8.28, with an estimated average price of $6.34. The stock is now traded at around $4.19. The impact to a portfolio due to this purchase was 0.38%. The holding were 1,651,333 shares as of .

Added: McDonald's Corp (MCD)

JBJ Investment Partners, LLC added to a holding in McDonald's Corp by 81.75%. The purchase prices were between $137.1 and $217.46, with an estimated average price of $197.58. The stock is now traded at around $182.68. The impact to a portfolio due to this purchase was 0.11%. The holding were 3,913 shares as of .

Added: Berkshire Hathaway Inc (BRK.B)

JBJ Investment Partners, LLC added to a holding in Berkshire Hathaway Inc by 21.53%. The purchase prices were between $162.13 and $230.2, with an estimated average price of $213.25. The stock is now traded at around $184.77. The impact to a portfolio due to this purchase was 0.04%. The holding were 3,330 shares as of .

Added: General Motors Co (GM)

JBJ Investment Partners, LLC added to a holding in General Motors Co by 20.08%. The purchase prices were between $16.8 and $37.38, with an estimated average price of $30.77. The stock is now traded at around $21.64. The impact to a portfolio due to this purchase was 0.02%. The holding were 10,906 shares as of .

Sold Out: Schwab U.S. Large-Cap (SCHX)

JBJ Investment Partners, LLC sold out a holding in Schwab U.S. Large-Cap. The sale prices were between $53.21 and $81.03, with an estimated average price of $73.44.

Sold Out: SPDR Wells Fargo Preferred Stock (PSK)

JBJ Investment Partners, LLC sold out a holding in SPDR Wells Fargo Preferred Stock. The sale prices were between $31.08 and $44.66, with an estimated average price of $42.67.

Sold Out: Bank of America Corp (BAC)

JBJ Investment Partners, LLC sold out a holding in Bank of America Corp. The sale prices were between $18.08 and $35.64, with an estimated average price of $30.21.

Sold Out: Avery Dennison Corp (AVY)

JBJ Investment Partners, LLC sold out a holding in Avery Dennison Corp. The sale prices were between $78.75 and $140.11, with an estimated average price of $123.15.

Sold Out: Graco Inc (GGG)

JBJ Investment Partners, LLC sold out a holding in Graco Inc. The sale prices were between $39.46 and $56.86, with an estimated average price of $51.41.

Sold Out: Texas Instruments Inc (TXN)

JBJ Investment Partners, LLC sold out a holding in Texas Instruments Inc. The sale prices were between $93.5 and $134.25, with an estimated average price of $120.51.



Here is the complete portfolio of JBJ Investment Partners, LLC. Also check out:

1. JBJ Investment Partners, LLC's Undervalued Stocks
2. JBJ Investment Partners, LLC's Top Growth Companies, and
3. JBJ Investment Partners, LLC's High Yield stocks
4. Stocks that JBJ Investment Partners, LLC keeps buying