Wela Strategies, LLC Buys VanEck Vectors Fallen Angel High Yield Bond ETF, Vanguard FTSE Emerging Markets, SPDR Bloomberg Barclays 1-3 Month T-Bill, Sells iShares iBoxx $ High Yield Corporate Bond, Vanguard Real Estate, iShares Core MSCI EAFE

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Apr 13, 2020
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Investment company Wela Strategies, LLC (Current Portfolio) buys VanEck Vectors Fallen Angel High Yield Bond ETF, Vanguard FTSE Emerging Markets, SPDR Bloomberg Barclays 1-3 Month T-Bill, Western Asset High Income Oppor Fd Inc, Voya Global Equity Dividend and Premium Opportunit, sells iShares iBoxx $ High Yield Corporate Bond, Vanguard Real Estate, iShares Core MSCI EAFE, Blackrock Credit Allocation Income Trust, Blackrock Duration Income Trust during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Wela Strategies, LLC. As of 2020Q1, Wela Strategies, LLC owns 31 stocks with a total value of $137 million. These are the details of the buys and sells.

For the details of Wela Strategies, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/wela+strategies%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Wela Strategies, LLC
  1. iShares Core S&P 500 (IVV) - 119,769 shares, 22.64% of the total portfolio. Shares added by 3.70%
  2. (ITE) - 640,964 shares, 15.54% of the total portfolio. Shares added by 5.93%
  3. iShares iBoxx $ Investment Grade Corporate Bond (LQD) - 127,552 shares, 11.53% of the total portfolio. Shares reduced by 1.95%
  4. iShares Core S&P Mid-Cap (IJH) - 62,111 shares, 6.54% of the total portfolio. Shares added by 7.29%
  5. iShares Core MSCI EAFE (IEFA) - 153,589 shares, 5.61% of the total portfolio. Shares reduced by 27.16%
New Purchase: VanEck Vectors Fallen Angel High Yield Bond ETF (ANGL)

Wela Strategies, LLC initiated holding in VanEck Vectors Fallen Angel High Yield Bond ETF. The purchase prices were between $21.38 and $30.25, with an estimated average price of $28.33. The stock is now traded at around $26.87. The impact to a portfolio due to this purchase was 2.25%. The holding were 121,328 shares as of .

New Purchase: SPDR Bloomberg Barclays 1-3 Month T-Bill (BIL)

Wela Strategies, LLC initiated holding in SPDR Bloomberg Barclays 1-3 Month T-Bill. The purchase prices were between $91.19 and $91.61, with an estimated average price of $91.38. The stock is now traded at around $91.55. The impact to a portfolio due to this purchase was 0.62%. The holding were 9,306 shares as of .

New Purchase: Western Asset High Income Oppor Fd Inc (HIO)

Wela Strategies, LLC initiated holding in Western Asset High Income Oppor Fd Inc. The purchase prices were between $3.12 and $5.27, with an estimated average price of $4.81. The stock is now traded at around $4.28. The impact to a portfolio due to this purchase was 0.49%. The holding were 159,232 shares as of .

New Purchase: Voya Global Equity Dividend and Premium Opportunit (IGD)

Wela Strategies, LLC initiated holding in Voya Global Equity Dividend and Premium Opportunit. The purchase prices were between $3.85 and $6.35, with an estimated average price of $5.71. The stock is now traded at around $4.85. The impact to a portfolio due to this purchase was 0.46%. The holding were 136,808 shares as of .

Added: Vanguard FTSE Emerging Markets (VWO)

Wela Strategies, LLC added to a holding in Vanguard FTSE Emerging Markets by 214.57%. 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 $34.72. The impact to a portfolio due to this purchase was 1.41%. The holding were 83,919 shares as of .

Added: SPDR Select Sector Fund - Health Care (XLV)

Wela Strategies, LLC added to a holding in SPDR Select Sector Fund - Health Care by 23.19%. The purchase prices were between $74.62 and $104.73, with an estimated average price of $97.73. The stock is now traded at around $92.95. The impact to a portfolio due to this purchase was 0.41%. The holding were 33,151 shares as of .

Added: SPDR Select Sector Fund - Energy Select Sector (XLE)

Wela Strategies, LLC added to a holding in SPDR Select Sector Fund - Energy Select Sector by 30.39%. The purchase prices were between $23.57 and $60.87, with an estimated average price of $48.26. The stock is now traded at around $33.66. The impact to a portfolio due to this purchase was 0.34%. The holding were 68,574 shares as of .

Sold Out: Blackrock Credit Allocation Income Trust (BTZ)

Wela Strategies, LLC sold out a holding in Blackrock Credit Allocation Income Trust. The sale prices were between $9.5 and $14.88, with an estimated average price of $13.55.

Sold Out: Blackrock Ltd Duration Income Trust (BLW)

Wela Strategies, LLC sold out a holding in Blackrock Ltd Duration Income Trust. The sale prices were between $9.56 and $16.67, with an estimated average price of $15.15.

Sold Out: SPDR Select Sector Fund - Financial (XLF)

Wela Strategies, LLC sold out a holding in SPDR Select Sector Fund - Financial. The sale prices were between $17.66 and $31.17, with an estimated average price of $27.83.

Sold Out: SPDR S&P Dividend (SDY)

Wela Strategies, LLC sold out a holding in SPDR S&P Dividend. The sale prices were between $68.26 and $108.76, with an estimated average price of $99.48.

Sold Out: Southern Co (SO)

Wela Strategies, LLC sold out a holding in Southern Co. The sale prices were between $43.23 and $70.85, with an estimated average price of $63.5.

Sold Out: Vanguard Short-Term Corporate Bond ETF (VCSH)

Wela Strategies, LLC sold out a holding in Vanguard Short-Term Corporate Bond ETF. The sale prices were between $71.75 and $82.34, with an estimated average price of $80.57.



Here is the complete portfolio of Wela Strategies, LLC. Also check out:

1. Wela Strategies, LLC's Undervalued Stocks
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3. Wela Strategies, LLC's High Yield stocks
4. Stocks that Wela Strategies, LLC keeps buying

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