Personal Wealth Partners Buys iShares Short Maturity Bond, Invesco BulletShares 2020 Corporate Bond ETF, Invesco Solar, Sells iShares S&P 500 Growth, SPDR Nuveen Bloomberg Barclays Short Term Municipa, iShares S&P Small-Cap 600 Growth ETF

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May 07, 2020
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Investment company Personal Wealth Partners (Current Portfolio) buys iShares Short Maturity Bond, Invesco BulletShares 2020 Corporate Bond ETF, Invesco Solar, sells iShares S&P 500 Growth, SPDR Nuveen Bloomberg Barclays Short Term Municipa, iShares S&P Small-Cap 600 Growth ETF, iShares S&P SmallCap 600 Value, iShares Core MSCI EAFE during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Personal Wealth Partners. As of 2020Q1, Personal Wealth Partners owns 54 stocks with a total value of $147 million. These are the details of the buys and sells.

For the details of Personal Wealth Partners's stock buys and sells, go to https://www.gurufocus.com/guru/personal+wealth+partners/current-portfolio/portfolio

These are the top 5 holdings of Personal Wealth Partners
  1. iShares Edge MSCI Min Vol USA (USMV) - 819,624 shares, 30.08% of the total portfolio. Shares added by 1.41%
  2. iShares Core S&P Small-Cap (IJR) - 257,014 shares, 9.80% of the total portfolio. Shares added by 5.30%
  3. iShares Core S&P Mid-Cap (IJH) - 77,174 shares, 7.54% of the total portfolio. Shares added by 1.69%
  4. iShares S&P 500 Value (IVE) - 105,914 shares, 6.93% of the total portfolio. Shares reduced by 2.79%
  5. iShares Core U.S. Aggregate Bond (AGG) - 85,445 shares, 6.70% of the total portfolio. Shares reduced by 17.27%
New Purchase: iShares Short Maturity Bond (NEAR)

Personal Wealth Partners 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 $49.28. The impact to a portfolio due to this purchase was 0.85%. The holding were 25,793 shares as of .

New Purchase: Invesco BulletShares 2020 Corporate Bond ETF (BSCK)

Personal Wealth Partners initiated holding in Invesco BulletShares 2020 Corporate Bond ETF. The purchase prices were between $19.94 and $21.25, with an estimated average price of $21.09. The stock is now traded at around $21.31. The impact to a portfolio due to this purchase was 0.27%. The holding were 19,075 shares as of .

Added: Invesco Solar (TAN)

Personal Wealth Partners added to a holding in Invesco Solar by 105.55%. The purchase prices were between $22.22 and $41.86, with an estimated average price of $32.84. The stock is now traded at around $30.96. The impact to a portfolio due to this purchase was 0.13%. The holding were 15,005 shares as of .

Sold Out: Vanguard High Dividend Yield (VYM)

Personal Wealth Partners sold out a holding in Vanguard High Dividend Yield. The sale prices were between $60.97 and $94.78, with an estimated average price of $86.65.

Sold Out: Best Buy Co Inc (BBY)

Personal Wealth Partners sold out a holding in Best Buy Co Inc. The sale prices were between $50.69 and $91.93, with an estimated average price of $79.75.

Sold Out: MercadoLibre Inc (MELI)

Personal Wealth Partners sold out a holding in MercadoLibre Inc. The sale prices were between $452.17 and $742.74, with an estimated average price of $618.66.

Sold Out: iShares U.S. Preferred Stock (PFF)

Personal Wealth Partners sold out a holding in iShares U.S. Preferred Stock. The sale prices were between $25.12 and $38.29, with an estimated average price of $36.09.

Sold Out: iShares Core Dividend Growth (DGRO)

Personal Wealth Partners 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: Coca-Cola Co (KO)

Personal Wealth Partners sold out a holding in Coca-Cola Co. The sale prices were between $37.56 and $60.13, with an estimated average price of $54.17.



Here is the complete portfolio of Personal Wealth Partners. Also check out:

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