Mid Atlantic Financial Management Inc Buys iShares Core 1-5 Year USD Bond ETF, iShares Intermediate Credit Bond ETF, ISHARES TRUST, Sells SPDR SERIES TRUST, iShares 1-3 Year Treasury Bond ETF, iShares Short Maturity Bond

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Aug 06, 2020
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Investment company Mid Atlantic Financial Management Inc (Current Portfolio) buys iShares Core 1-5 Year USD Bond ETF, iShares Intermediate Credit Bond ETF, ISHARES TRUST, JPMorgan Ultra-Short Income, iShares Edge MSCI Min Vol EAFE, sells SPDR SERIES TRUST, iShares 1-3 Year Treasury Bond ETF, iShares Short Maturity Bond, ISHARES TRUST, iShares U.S. Preferred Stock during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Mid Atlantic Financial Management Inc. As of 2020Q2, Mid Atlantic Financial Management Inc owns 705 stocks with a total value of $977 million. These are the details of the buys and sells.

For the details of MID ATLANTIC FINANCIAL MANAGEMENT INC's stock buys and sells, go to https://www.gurufocus.com/guru/mid+atlantic+financial+management+inc/current-portfolio/portfolio

These are the top 5 holdings of MID ATLANTIC FINANCIAL MANAGEMENT INC
  1. ISHARES TRUST (AGG) - 278,625 shares, 3.37% of the total portfolio. Shares reduced by 1.19%
  2. ISHARES TRUST (IVV) - 100,135 shares, 3.17% of the total portfolio. Shares reduced by 8.39%
  3. Apple Inc (AAPL) - 82,120 shares, 3.07% of the total portfolio. Shares reduced by 11.17%
  4. SPDR S&P500 ETF TR (SPY) - 94,556 shares, 2.98% of the total portfolio. Shares reduced by 1.82%
  5. iShares Intermediate Credit Bond ETF (IGIB) - 346,179 shares, 2.14% of the total portfolio. Shares added by 1266.46%
New Purchase: iShares Core 1-5 Year USD Bond ETF (ISTB)

Mid Atlantic Financial Management Inc initiated holding in iShares Core 1-5 Year USD Bond ETF. The purchase prices were between $49.83 and $51.39, with an estimated average price of $50.89. The stock is now traded at around $51.61. The impact to a portfolio due to this purchase was 2.11%. The holding were 399,648 shares as of .

New Purchase: JPMorgan Ultra-Short Income (JPST)

Mid Atlantic Financial Management Inc initiated holding in JPMorgan Ultra-Short Income. The purchase prices were between $49.62 and $50.75, with an estimated average price of $50.35. The stock is now traded at around $50.84. The impact to a portfolio due to this purchase was 1.11%. The holding were 214,649 shares as of .

New Purchase: iShares Edge MSCI Min Vol EAFE (EFAV)

Mid Atlantic Financial Management Inc initiated holding in iShares Edge MSCI Min Vol EAFE. The purchase prices were between $58.66 and $67.92, with an estimated average price of $64.09. The stock is now traded at around $67.39. The impact to a portfolio due to this purchase was 0.96%. The holding were 141,810 shares as of .

New Purchase: ISHARES TRUST (QUAL)

Mid Atlantic Financial Management Inc initiated holding in ISHARES TRUST. The purchase prices were between $77.66 and $101.43, with an estimated average price of $91.59. The stock is now traded at around $102.47. The impact to a portfolio due to this purchase was 0.96%. The holding were 97,873 shares as of .

New Purchase: WORLD GOLD TRUST (GLDM)

Mid Atlantic Financial Management Inc initiated holding in WORLD GOLD TRUST. The purchase prices were between $15.72 and $17.76, with an estimated average price of $17.08. The stock is now traded at around $20.53. The impact to a portfolio due to this purchase was 0.51%. The holding were 281,473 shares as of .

New Purchase: First Trust NASDAQ CEA Cybersecurity ETF (CIBR)

Mid Atlantic Financial Management Inc initiated holding in First Trust NASDAQ CEA Cybersecurity ETF. The purchase prices were between $24.72 and $33.52, with an estimated average price of $30.1. The stock is now traded at around $35.97. The impact to a portfolio due to this purchase was 0.39%. The holding were 116,079 shares as of .

Added: iShares Intermediate Credit Bond ETF (IGIB)

Mid Atlantic Financial Management Inc added to a holding in iShares Intermediate Credit Bond ETF by 1266.46%. The purchase prices were between $53.96 and $60.25, with an estimated average price of $57.93. The stock is now traded at around $61.57. The impact to a portfolio due to this purchase was 1.98%. The holding were 346,179 shares as of .

Added: ISHARES TRUST (LQD)

Mid Atlantic Financial Management Inc added to a holding in ISHARES TRUST by 252.31%. The purchase prices were between $121.1 and $134.5, with an estimated average price of $129.98. The stock is now traded at around $139.12. The impact to a portfolio due to this purchase was 1.28%. The holding were 130,277 shares as of .

Added: iShares Nasdaq Biotechnology Index Fund (IBB)

Mid Atlantic Financial Management Inc added to a holding in iShares Nasdaq Biotechnology Index Fund by 1696.91%. The purchase prices were between $103.79 and $138.65, with an estimated average price of $127.06. The stock is now traded at around $136.25. The impact to a portfolio due to this purchase was 0.75%. The holding were 56,387 shares as of .

Added: iShares 20+ Year Treasury Bond ETF (TLT)

Mid Atlantic Financial Management Inc added to a holding in iShares 20+ Year Treasury Bond ETF by 117.73%. The purchase prices were between $156.11 and $171.29, with an estimated average price of $164.66. The stock is now traded at around $171.23. The impact to a portfolio due to this purchase was 0.63%. The holding were 68,927 shares as of .

Added: ISHARES INC (IEMG)

Mid Atlantic Financial Management Inc added to a holding in ISHARES INC by 155.43%. The purchase prices were between $38.47 and $48.81, with an estimated average price of $44.24. The stock is now traded at around $53.36. The impact to a portfolio due to this purchase was 0.53%. The holding were 178,852 shares as of .

Added: ISHARES TRUST (SHYG)

Mid Atlantic Financial Management Inc added to a holding in ISHARES TRUST by 432.90%. The purchase prices were between $39.39 and $43.83, with an estimated average price of $42.24. The stock is now traded at around $44.27. The impact to a portfolio due to this purchase was 0.5%. The holding were 139,118 shares as of .

Sold Out: ISHARES TRUST (IQLT)

Mid Atlantic Financial Management Inc sold out a holding in ISHARES TRUST. The sale prices were between $24.59 and $30.29, with an estimated average price of $27.67.

Sold Out: BancorpSouth Bank (BXS)

Mid Atlantic Financial Management Inc sold out a holding in BancorpSouth Bank. The sale prices were between $17.94 and $25.55, with an estimated average price of $21.19.

Sold Out: First Bancshares Inc (FBMS)

Mid Atlantic Financial Management Inc sold out a holding in First Bancshares Inc. The sale prices were between $17.15 and $25.01, with an estimated average price of $20.32.

Sold Out: SPDR SERIES TRUST (SJNK)

Mid Atlantic Financial Management Inc sold out a holding in SPDR SERIES TRUST. The sale prices were between $22.7 and $25.75, with an estimated average price of $24.62.

Sold Out: Cummins Inc (CMI)

Mid Atlantic Financial Management Inc sold out a holding in Cummins Inc. The sale prices were between $130.39 and $183.9, with an estimated average price of $159.23.

Sold Out: Raytheon Technologies Corp (RTX)

Mid Atlantic Financial Management Inc sold out a holding in Raytheon Technologies Corp. The sale prices were between $49.93 and $74.16, with an estimated average price of $62.35.



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