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PBMares Wealth Management LLC Buys iShares 1-3 Year Treasury Bond ETF, Vanguard Short-Term Inflation-Protected Securities, Vanguard FTSE All-Wld ex-US SmCp Idx, Sells Vanguard S&P 500, iShares Core 1-5 Year USD Bond ETF, Citigroup Inc

Investment company PBMares Wealth Management LLC (Current Portfolio) buys iShares 1-3 Year Treasury Bond ETF, Vanguard Short-Term Inflation-Protected Securities, Vanguard FTSE All-Wld ex-US SmCp Idx, Vanguard Information Tech, Dominion Energy Inc, sells Vanguard S&P 500, iShares Core 1-5 Year USD Bond ETF, Citigroup Inc, WisdomTree International LargeCap Dividend Fund, Invesco Municipal Opportunity Trust during the 3-months ended 2020Q1, according to the most recent filings of the investment company, PBMares Wealth Management LLC. As of 2020Q1, PBMares Wealth Management LLC owns 108 stocks with a total value of $63 million. These are the details of the buys and sells.

For the details of PBMares Wealth Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/pbmares+wealth+management+llc/current-portfolio/portfolio

These are the top 5 holdings of PBMares Wealth Management LLC
  1. WisdomTree U.S. High Dividend Fund (DHS) - 59,148 shares, 5.35% of the total portfolio. Shares reduced by 11.03%
  2. Exxon Mobil Corp (XOM) - 76,797 shares, 4.66% of the total portfolio. Shares added by 1.27%
  3. Accenture PLC (ACN) - 17,284 shares, 4.51% of the total portfolio.
  4. iShares Core 1-5 Year USD Bond ETF (ISTB) - 33,034 shares, 2.67% of the total portfolio. Shares reduced by 20.49%
  5. Vanguard Intermediate-Term Bond (BIV) - 18,610 shares, 2.66% of the total portfolio. Shares added by 16.17%
New Purchase: iShares 1-3 Year Treasury Bond ETF (SHY)

PBMares Wealth Management LLC initiated holding in iShares 1-3 Year Treasury Bond ETF. The purchase prices were between $84.63 and $86.69, with an estimated average price of $85.36. The stock is now traded at around $86.67. The impact to a portfolio due to this purchase was 1.14%. The holding were 8,212 shares as of .

New Purchase: Vanguard Short-Term Inflation-Protected Securities (VTIP)

PBMares Wealth Management LLC initiated holding in Vanguard Short-Term Inflation-Protected Securities. The purchase prices were between $46.79 and $49.92, with an estimated average price of $49.12. The stock is now traded at around $49.35. The impact to a portfolio due to this purchase was 0.85%. The holding were 10,928 shares as of .

New Purchase: Vanguard FTSE All-Wld ex-US SmCp Idx (VSS)

PBMares Wealth Management LLC initiated holding in Vanguard FTSE All-Wld ex-US SmCp Idx. The purchase prices were between $67.64 and $112.37, with an estimated average price of $100.5. The stock is now traded at around $83.57. The impact to a portfolio due to this purchase was 0.72%. The holding were 5,737 shares as of .

New Purchase: Vanguard Information Tech (VGT)

PBMares Wealth Management LLC initiated holding in Vanguard Information Tech. The purchase prices were between $185.49 and $273.21, with an estimated average price of $244.1. The stock is now traded at around $234.28. The impact to a portfolio due to this purchase was 0.5%. The holding were 1,470 shares as of .

New Purchase: Vanguard Total Bond Market ETF (BND)

PBMares Wealth Management LLC initiated holding in Vanguard Total Bond Market ETF. The purchase prices were between $80.15 and $87.76, with an estimated average price of $84.6. The stock is now traded at around $87.79. The impact to a portfolio due to this purchase was 0.44%. The holding were 3,231 shares as of .

New Purchase: Vanguard Large-Cap (VV)

PBMares Wealth Management LLC initiated holding in Vanguard Large-Cap. The purchase prices were between $102.61 and $156.13, with an estimated average price of $141.58. The stock is now traded at around $130.74. The impact to a portfolio due to this purchase was 0.38%. The holding were 2,001 shares as of .

Added: Dominion Energy Inc (D)

PBMares Wealth Management LLC added to a holding in Dominion Energy Inc by 31.29%. The purchase prices were between $59.39 and $89.8, with an estimated average price of $81.8. The stock is now traded at around $79.78. The impact to a portfolio due to this purchase was 0.49%. The holding were 17,639 shares as of .

Added: ishares Gold Trust (IAU)

PBMares Wealth Management LLC added to a holding in ishares Gold Trust by 116.42%. The purchase prices were between $14.03 and $16.04, with an estimated average price of $15.12. The stock is now traded at around $16.13. The impact to a portfolio due to this purchase was 0.44%. The holding were 34,130 shares as of .

Added: Vanguard Small-Cap Value (VBR)

PBMares Wealth Management LLC added to a holding in Vanguard Small-Cap Value by 139.48%. The purchase prices were between $75.8 and $139.04, with an estimated average price of $122.74. The stock is now traded at around $94.13. The impact to a portfolio due to this purchase was 0.38%. The holding were 4,634 shares as of .

Added: Capital One Financial Corp (COF)

PBMares Wealth Management LLC added to a holding in Capital One Financial Corp by 43.68%. The purchase prices were between $42.87 and $106.76, with an estimated average price of $88.63. The stock is now traded at around $53.81. The impact to a portfolio due to this purchase was 0.17%. The holding were 7,069 shares as of .

Added: PowerShares QQQ Trust Ser 1 (QQQ)

PBMares Wealth Management LLC added to a holding in PowerShares QQQ Trust Ser 1 by 37.85%. The purchase prices were between $169.3 and $236.98, with an estimated average price of $212.89. The stock is now traded at around $213.89. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,792 shares as of .

Added: Vanguard Mid-Cap (VO)

PBMares Wealth Management LLC added to a holding in Vanguard Mid-Cap by 32.65%. The purchase prices were between $112.37 and $186.27, with an estimated average price of $167.2. The stock is now traded at around $145.22. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,686 shares as of .

Sold Out: Vanguard S&P 500 (VOO)

PBMares Wealth Management LLC sold out a holding in Vanguard S&P 500. The sale prices were between $204.27 and $310.92, with an estimated average price of $282.37.

Sold Out: Citigroup Inc (C)

PBMares Wealth Management LLC sold out a holding in Citigroup Inc. The sale prices were between $35.39 and $81.91, with an estimated average price of $67.72.

Sold Out: Invesco Municipal Opportunity Trust (VMO)

PBMares Wealth Management LLC sold out a holding in Invesco Municipal Opportunity Trust. The sale prices were between $9.63 and $13.01, with an estimated average price of $12.36.

Sold Out: WisdomTree U.S. SmallCap Dividend Fund (DES)

PBMares Wealth Management LLC sold out a holding in WisdomTree U.S. SmallCap Dividend Fund. The sale prices were between $15.92 and $28.78, with an estimated average price of $24.69.

Sold Out: iShares Russell 1000 Value (IWD)

PBMares Wealth Management LLC sold out a holding in iShares Russell 1000 Value. The sale prices were between $84.45 and $137.35, with an estimated average price of $123.65.

Sold Out: SPDR DJ Wilshire Global Real Estate (RWO)

PBMares Wealth Management LLC sold out a holding in SPDR DJ Wilshire Global Real Estate. The sale prices were between $30.12 and $53.58, with an estimated average price of $48.01.



Here is the complete portfolio of PBMares Wealth Management LLC. Also check out:

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

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