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Merriman Wealth Management, LLC Buys iShares 1-3 Year Treasury Bond ETF, Vanguard Small-Cap Value, iShares TIPS Bond, Sells iShares MSCI EAFE Small-Cap ETF, AK Steel Holding Corp, iShares S&P Mid-Cap 400 Value

Seattle, WA, based Investment company Merriman Wealth Management, LLC (Current Portfolio) buys iShares 1-3 Year Treasury Bond ETF, Vanguard Small-Cap Value, iShares TIPS Bond, iShares 20+ Year Treasury Bond ETF, Cleveland-Cliffs Inc, sells iShares MSCI EAFE Small-Cap ETF, AK Steel Holding Corp, iShares S&P Mid-Cap 400 Value, iShares S&P SmallCap 600 Value, SPDR Bloomberg Barclays High Yield Bond during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Merriman Wealth Management, LLC. As of 2020Q1, Merriman Wealth Management, LLC owns 131 stocks with a total value of $412 million. These are the details of the buys and sells.

For the details of Merriman Wealth Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/merriman+wealth+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Merriman Wealth Management, LLC
  1. iShares 1-3 Year Treasury Bond ETF (SHY) - 1,056,041 shares, 22.21% of the total portfolio. New Position
  2. Microsoft Corp (MSFT) - 481,296 shares, 18.42% of the total portfolio. Shares reduced by 1.75%
  3. Vanguard Small-Cap Value (VBR) - 175,026 shares, 3.77% of the total portfolio. Shares added by 1493.17%
  4. iShares Russell 2000 (IWM) - 109,033 shares, 3.03% of the total portfolio. Shares reduced by 22.56%
  5. United Parcel Service Inc (UPS) - 132,328 shares, 3.00% of the total portfolio. Shares reduced by 1.02%
New Purchase: iShares 1-3 Year Treasury Bond ETF (SHY)

Merriman 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 $86.64. The impact to a portfolio due to this purchase was 22.21%. The holding were 1,056,041 shares as of .

New Purchase: iShares TIPS Bond (TIP)

Merriman Wealth Management, LLC initiated holding in iShares TIPS Bond. The purchase prices were between $108.81 and $122.54, with an estimated average price of $117.81. The stock is now traded at around $121.57. The impact to a portfolio due to this purchase was 2.25%. The holding were 78,748 shares as of .

New Purchase: iShares 20+ Year Treasury Bond ETF (TLT)

Merriman Wealth Management, LLC initiated holding in iShares 20+ Year Treasury Bond ETF. The purchase prices were between $135.48 and $171.29, with an estimated average price of $148.44. The stock is now traded at around $169.54. The impact to a portfolio due to this purchase was 1.95%. The holding were 48,658 shares as of .

New Purchase: Cleveland-Cliffs Inc (CLF)

Merriman Wealth Management, LLC initiated holding in Cleveland-Cliffs Inc. The purchase prices were between $3.07 and $8.4, with an estimated average price of $6.36. The stock is now traded at around $3.65. The impact to a portfolio due to this purchase was 1.94%. The holding were 2,022,209 shares as of .

New Purchase: iShares MBS ETF (MBB)

Merriman Wealth Management, LLC initiated holding in iShares MBS ETF. The purchase prices were between $105.3 and $110.44, with an estimated average price of $108.82. The stock is now traded at around $110.31. The impact to a portfolio due to this purchase was 1.8%. The holding were 67,263 shares as of .

New Purchase: iShares Core U.S. Aggregate Bond (AGG)

Merriman Wealth Management, LLC initiated holding in iShares Core U.S. Aggregate Bond. The purchase prices were between $106.34 and $117.61, with an estimated average price of $113.49. The stock is now traded at around $117.14. The impact to a portfolio due to this purchase was 1.69%. The holding were 60,352 shares as of .

Added: Vanguard Small-Cap Value (VBR)

Merriman Wealth Management, LLC added to a holding in Vanguard Small-Cap Value by 1493.17%. 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 $91.03. The impact to a portfolio due to this purchase was 3.53%. The holding were 175,026 shares as of .

Added: Vanguard Tax-Exempt Bond (VTEB)

Merriman Wealth Management, LLC added to a holding in Vanguard Tax-Exempt Bond by 279.41%. The purchase prices were between $45.81 and $55.19, with an estimated average price of $53.67. The stock is now traded at around $52.96. The impact to a portfolio due to this purchase was 0.52%. The holding were 55,470 shares as of .

Added: Valmont Industries Inc (VMI)

Merriman Wealth Management, LLC added to a holding in Valmont Industries Inc by 200.25%. The purchase prices were between $86.23 and $154.21, with an estimated average price of $130.7. The stock is now traded at around $105.47. The impact to a portfolio due to this purchase was 0.51%. The holding were 30,025 shares as of .

Added: Alcoa Corp (AA)

Merriman Wealth Management, LLC added to a holding in Alcoa Corp by 778.15%. The purchase prices were between $5.48 and $21.51, with an estimated average price of $13.93. The stock is now traded at around $7.55. The impact to a portfolio due to this purchase was 0.4%. The holding were 300,327 shares as of .

Added: Vanguard Total Stock Market (VTI)

Merriman Wealth Management, LLC added to a holding in Vanguard Total Stock Market by 82.34%. The purchase prices were between $111.91 and $172.17, with an estimated average price of $155.87. The stock is now traded at around $139.53. The impact to a portfolio due to this purchase was 0.34%. The holding were 24,092 shares as of .

Added: Boeing Co (BA)

Merriman Wealth Management, LLC added to a holding in Boeing Co by 189.42%. The purchase prices were between $95.01 and $347.45, with an estimated average price of $276.34. The stock is now traded at around $134.97. The impact to a portfolio due to this purchase was 0.33%. The holding were 14,089 shares as of .

Sold Out: AK Steel Holding Corp (AKS)

Merriman Wealth Management, LLC sold out a holding in AK Steel Holding Corp. The sale prices were between $1.55 and $3.29, with an estimated average price of $2.78.

Sold Out: iShares S&P Mid-Cap 400 Value (IJJ)

Merriman Wealth Management, LLC sold out a holding in iShares S&P Mid-Cap 400 Value. The sale prices were between $92.34 and $171.37, with an estimated average price of $148.98.

Sold Out: SPDR Bloomberg Barclays High Yield Bond (JNK)

Merriman Wealth Management, LLC sold out a holding in SPDR Bloomberg Barclays High Yield Bond. The sale prices were between $84.16 and $109.15, with an estimated average price of $103.98.

Sold Out: iShares iBoxx $ High Yield Corporate Bond (HYG)

Merriman Wealth Management, LLC sold out a holding in iShares iBoxx $ High Yield Corporate Bond. The sale prices were between $68.29 and $87.58, with an estimated average price of $83.68.

Sold Out: Vanguard Intermediate-Term Bond (BIV)

Merriman Wealth Management, LLC sold out a holding in Vanguard Intermediate-Term Bond. The sale prices were between $83.58 and $92.01, with an estimated average price of $88.33.

Sold Out: Vanguard Mortgage-Backed Securities ETF (VMBS)

Merriman Wealth Management, LLC sold out a holding in Vanguard Mortgage-Backed Securities ETF. The sale prices were between $51.4 and $54.6, with an estimated average price of $53.46.



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

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

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