Guidance Point Advisors, LLC Buys Vanguard Mortgage-Backed Securities ETF, iShares Core S&P Total U.S. Stock Market, iShares MBS ETF, Sells Invesco DB Commodity Index Tracking Fund, Bank of America Corp, iShares Global Energy

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Apr 30, 2020
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Investment company Guidance Point Advisors, LLC (Current Portfolio) buys Vanguard Mortgage-Backed Securities ETF, iShares Core S&P Total U.S. Stock Market, iShares MBS ETF, iShares iBoxx $ Investment Grade Corporate Bond, iShares Core Dividend Growth, sells Invesco DB Commodity Index Tracking Fund, Bank of America Corp, iShares Global Energy, iShares U.S. Energy, iShares Russell 2000 during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Guidance Point Advisors, LLC. As of 2020Q1, Guidance Point Advisors, LLC owns 53 stocks with a total value of $139 million. These are the details of the buys and sells.

For the details of Guidance Point Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/guidance+point+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Guidance Point Advisors, LLC
  1. JPMorgan Chase & Co (JPM) - 400,082 shares, 25.83% of the total portfolio.
  2. iShares Core S&P 500 (IVV) - 61,959 shares, 11.46% of the total portfolio. Shares reduced by 4.23%
  3. iShares Core U.S. Aggregate Bond (AGG) - 67,916 shares, 5.73% of the total portfolio. Shares added by 13.02%
  4. iShares S&P 500 Growth (IVW) - 47,599 shares, 5.63% of the total portfolio. Shares reduced by 10.2%
  5. iShares Core MSCI EAFE (IEFA) - 149,137 shares, 5.32% of the total portfolio. Shares reduced by 3.35%
New Purchase: Vanguard Mortgage-Backed Securities ETF (VMBS)

Guidance Point Advisors, LLC initiated holding in Vanguard Mortgage-Backed Securities ETF. The purchase prices were between $51.4 and $54.6, with an estimated average price of $53.46. The stock is now traded at around $54.57. The impact to a portfolio due to this purchase was 0.66%. The holding were 16,812 shares as of .

New Purchase: iShares MBS ETF (MBB)

Guidance Point Advisors, LLC initiated holding in iShares MBS ETF. The purchase prices were between $105.3 and $110.44, with an estimated average price of $108.82. The stock is now traded at around $110.98. The impact to a portfolio due to this purchase was 0.63%. The holding were 7,964 shares as of .

New Purchase: iShares Core S&P Total U.S. Stock Market (ITOT)

Guidance Point Advisors, LLC initiated holding in iShares Core S&P Total U.S. Stock Market. The purchase prices were between $49.42 and $76.04, with an estimated average price of $68.3. The stock is now traded at around $64.64. The impact to a portfolio due to this purchase was 0.63%. The holding were 15,304 shares as of .

Added: iShares iBoxx $ Investment Grade Corporate Bond (LQD)

Guidance Point Advisors, LLC added to a holding in iShares iBoxx $ Investment Grade Corporate Bond by 42.50%. The purchase prices were between $105.05 and $134.27, with an estimated average price of $127.83. The stock is now traded at around $130.11. The impact to a portfolio due to this purchase was 0.16%. The holding were 5,868 shares as of .

Added: iShares Core Dividend Growth (DGRO)

Guidance Point Advisors, LLC added to a holding in iShares Core Dividend Growth by 22.24%. The purchase prices were between $27.77 and $42.79, with an estimated average price of $38.83. The stock is now traded at around $36.33. The impact to a portfolio due to this purchase was 0.15%. The holding were 34,568 shares as of .

Added: Blackstone Mortgage Trust Inc (BXMT)

Guidance Point Advisors, LLC added to a holding in Blackstone Mortgage Trust Inc by 97.15%. The purchase prices were between $13.02 and $40.51, with an estimated average price of $34.16. The stock is now traded at around $23.52. The impact to a portfolio due to this purchase was 0.08%. The holding were 12,304 shares as of .

Added: TPG RE Finance Trust Inc (TRTX)

Guidance Point Advisors, LLC added to a holding in TPG RE Finance Trust Inc by 100.86%. The purchase prices were between $3.41 and $20.87, with an estimated average price of $17.42. The stock is now traded at around $7.74. The impact to a portfolio due to this purchase was 0.06%. The holding were 28,125 shares as of .

Added: MFA Financial Inc (MFA)

Guidance Point Advisors, LLC added to a holding in MFA Financial Inc by 28.77%. The purchase prices were between $0.36 and $8.03, with an estimated average price of $6.71. The stock is now traded at around $1.78. The impact to a portfolio due to this purchase was 0.01%. The holding were 46,356 shares as of .

Sold Out: Invesco DB Commodity Index Tracking Fund (DBC)

Guidance Point Advisors, LLC sold out a holding in Invesco DB Commodity Index Tracking Fund. The sale prices were between $10.83 and $16.19, with an estimated average price of $13.98.

Sold Out: Bank of America Corp (BAC)

Guidance Point Advisors, 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: iShares Global Energy (IXC)

Guidance Point Advisors, LLC sold out a holding in iShares Global Energy. The sale prices were between $12.76 and $31.54, with an estimated average price of $24.96.

Sold Out: iShares U.S. Energy (IYE)

Guidance Point Advisors, LLC sold out a holding in iShares U.S. Energy. The sale prices were between $12.36 and $31.96, with an estimated average price of $24.78.

Sold Out: iShares Russell 2000 (IWM)

Guidance Point Advisors, LLC sold out a holding in iShares Russell 2000. The sale prices were between $99.52 and $168.88, with an estimated average price of $148.55.

Sold Out: The Walt Disney Co (DIS)

Guidance Point Advisors, LLC sold out a holding in The Walt Disney Co. The sale prices were between $85.76 and $148.2, with an estimated average price of $127.19.



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