Financial Partners Group, Inc Buys ISHARES TRUST, ISHARES TRUST, iShares 1-3 Year Credit Bond ETF, Sells ISHARES TRUST, ISHARES INC, Realty Income Corp

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Aug 19, 2020
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Investment company Financial Partners Group, Inc (Current Portfolio) buys ISHARES TRUST, ISHARES TRUST, iShares 1-3 Year Credit Bond ETF, Vanguard Total Bond Market ETF, ISHARES TRUST, sells ISHARES TRUST, ISHARES INC, Realty Income Corp, ISHARES TRUST, iShares MSCI China ETF during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Financial Partners Group, Inc. As of 2020Q2, Financial Partners Group, Inc owns 92 stocks with a total value of $247 million. These are the details of the buys and sells.

For the details of Financial Partners Group, Inc's stock buys and sells, go to https://www.gurufocus.com/guru/financial+partners+group%2C+inc/current-portfolio/portfolio

These are the top 5 holdings of Financial Partners Group, Inc
  1. ISHARES TRUST (IVV) - 69,046 shares, 8.65% of the total portfolio. Shares reduced by 1.28%
  2. ISHARES TRUST (ITOT) - 305,604 shares, 8.58% of the total portfolio. Shares reduced by 0.35%
  3. ISHARES TRUST (IEFA) - 270,563 shares, 6.26% of the total portfolio. Shares reduced by 32.11%
  4. ISHARES TRUST (HYG) - 183,596 shares, 6.06% of the total portfolio. New Position
  5. iShares MSCI USA Min Vol Factor (USMV) - 199,701 shares, 4.90% of the total portfolio. Shares added by 6.30%
New Purchase: ISHARES TRUST (HYG)

Financial Partners Group, Inc initiated holding in ISHARES TRUST. The purchase prices were between $72.33 and $83.87, with an estimated average price of $79.55. The stock is now traded at around $84.68. The impact to a portfolio due to this purchase was 6.06%. The holding were 183,596 shares as of .

New Purchase: ISHARES TRUST (IYF)

Financial Partners Group, Inc initiated holding in ISHARES TRUST. The purchase prices were between $90.85 and $123.47, with an estimated average price of $106.21. The stock is now traded at around $116.10. The impact to a portfolio due to this purchase was 2.59%. The holding were 58,016 shares as of .

New Purchase: iShares 1-3 Year Credit Bond ETF (IGSB)

Financial Partners Group, Inc initiated holding in iShares 1-3 Year Credit Bond ETF. The purchase prices were between $51.56 and $54.53, with an estimated average price of $53.55. The stock is now traded at around $54.98. The impact to a portfolio due to this purchase was 2.32%. The holding were 104,933 shares as of .

New Purchase: Vanguard Total Bond Market ETF (BND)

Financial Partners Group, Inc initiated holding in Vanguard Total Bond Market ETF. The purchase prices were between $84.52 and $88.02, with an estimated average price of $86.9. The stock is now traded at around $88.63. The impact to a portfolio due to this purchase was 1.8%. The holding were 50,315 shares as of .

New Purchase: ISHARES TRUST (IHI)

Financial Partners Group, Inc initiated holding in ISHARES TRUST. The purchase prices were between $212.86 and $271.76, with an estimated average price of $255.77. The stock is now traded at around $295.25. The impact to a portfolio due to this purchase was 1.52%. The holding were 14,233 shares as of .

New Purchase: ISHARES TRUST (IWY)

Financial Partners Group, Inc initiated holding in ISHARES TRUST. The purchase prices were between $80.39 and $107.61, with an estimated average price of $97.65. The stock is now traded at around $121.16. The impact to a portfolio due to this purchase was 1.39%. The holding were 32,168 shares as of .

Added: iShares Intermediate Credit Bond ETF (IGIB)

Financial Partners Group, Inc added to a holding in iShares Intermediate Credit Bond ETF by 44.04%. The purchase prices were between $53.85 and $60.13, with an estimated average price of $57.81. The stock is now traded at around $61.12. The impact to a portfolio due to this purchase was 1.49%. The holding were 198,790 shares as of .

Added: FIDELITY COV TRS (FHLC)

Financial Partners Group, Inc added to a holding in FIDELITY COV TRS by 46.69%. The purchase prices were between $41.07 and $51.01, with an estimated average price of $48.23. The stock is now traded at around $53.33. The impact to a portfolio due to this purchase was 0.9%. The holding were 140,525 shares as of .

Added: iShares Nasdaq Biotechnology Index Fund (IBB)

Financial Partners Group, Inc added to a holding in iShares Nasdaq Biotechnology Index Fund by 46.31%. 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 $134.57. The impact to a portfolio due to this purchase was 0.86%. The holding were 49,220 shares as of .

Added: PowerShares QQQ Trust Ser 1 (QQQ)

Financial Partners Group, Inc added to a holding in PowerShares QQQ Trust Ser 1 by 46.37%. The purchase prices were between $182.31 and $248.84, with an estimated average price of $223.35. The stock is now traded at around $278.67. The impact to a portfolio due to this purchase was 0.5%. The holding were 15,631 shares as of .

Added: JPMorgan Chase & Co (JPM)

Financial Partners Group, Inc added to a holding in JPMorgan Chase & Co by 142.41%. The purchase prices were between $84.03 and $113.45, with an estimated average price of $94.84. The stock is now traded at around $98.85. The impact to a portfolio due to this purchase was 0.22%. The holding were 9,677 shares as of .

Added: VANGUARD WORLD FD (MGC)

Financial Partners Group, Inc added to a holding in VANGUARD WORLD FD by 89.02%. The purchase prices were between $87.02 and $113.73, with an estimated average price of $103.2. The stock is now traded at around $120.73. The impact to a portfolio due to this purchase was 0.1%. The holding were 5,028 shares as of .

Sold Out: ISHARES TRUST (IWM)

Financial Partners Group, Inc sold out a holding in ISHARES TRUST. The sale prices were between $104.27 and $152.57, with an estimated average price of $130.6.

Sold Out: iShares MSCI China ETF (MCHI)

Financial Partners Group, Inc sold out a holding in iShares MSCI China ETF. The sale prices were between $55.21 and $66.92, with an estimated average price of $61.28.

Sold Out: ISHARES TRUST (IYH)

Financial Partners Group, Inc sold out a holding in ISHARES TRUST. The sale prices were between $180.14 and $221.83, with an estimated average price of $210.17.

Sold Out: ISHARES TRUST (DGRO)

Financial Partners Group, Inc sold out a holding in ISHARES TRUST. The sale prices were between $30.95 and $40.57, with an estimated average price of $36.1.



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