1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

Evergreen Advisors, LLC Buys iShares Core U.S. Aggregate Bond, SPDR S&P 500, Schwab International Equity, Sells Schwab U.S. Small-Cap, iShares Core 1-5 Year USD Bond ETF, Xtrackers USD High Yield Corporate Bond

Investment company Evergreen Advisors, LLC (Current Portfolio) buys iShares Core U.S. Aggregate Bond, SPDR S&P 500, Schwab International Equity, iShares Short Treasury Bond ETF, ORBCOMM Inc, sells Schwab U.S. Small-Cap, iShares Core 1-5 Year USD Bond ETF, Xtrackers USD High Yield Corporate Bond, iShares International Aggregate Bond Fund, iShares National Muni Bond during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Evergreen Advisors, LLC. As of 2020Q1, Evergreen Advisors, LLC owns 10 stocks with a total value of $178 million. These are the details of the buys and sells.

For the details of Evergreen Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/evergreen+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Evergreen Advisors, LLC
  1. iShares Core U.S. Aggregate Bond (AGG) - 559,063 shares, 36.18% of the total portfolio. Shares added by 1826.81%
  2. Schwab U.S. Broad Market (SCHB) - 966,949 shares, 32.78% of the total portfolio. Shares reduced by 15.15%
  3. SPDR S&P 500 (SPY) - 117,571 shares, 17.00% of the total portfolio. New Position
  4. Schwab International Equity (SCHF) - 837,704 shares, 12.14% of the total portfolio. Shares added by 24.31%
  5. iShares Short Treasury Bond ETF (SHV) - 13,871 shares, 0.86% of the total portfolio. New Position
New Purchase: SPDR S&P 500 (SPY)

Evergreen Advisors, LLC initiated holding in SPDR S&P 500. The purchase prices were between $222.95 and $338.34, with an estimated average price of $307.42. The stock is now traded at around $285.73. The impact to a portfolio due to this purchase was 17%. The holding were 117,571 shares as of .

New Purchase: iShares Short Treasury Bond ETF (SHV)

Evergreen Advisors, LLC initiated holding in iShares Short Treasury Bond ETF. The purchase prices were between $110.45 and $111.07, with an estimated average price of $110.66. The stock is now traded at around $110.92. The impact to a portfolio due to this purchase was 0.86%. The holding were 13,871 shares as of .

New Purchase: ORBCOMM Inc (ORBC)

Evergreen Advisors, LLC initiated holding in ORBCOMM Inc. The purchase prices were between $1.28 and $4.26, with an estimated average price of $3.3. The stock is now traded at around $2.77. The impact to a portfolio due to this purchase was 0.01%. The holding were 10,000 shares as of .

Added: iShares Core U.S. Aggregate Bond (AGG)

Evergreen Advisors, LLC added to a holding in iShares Core U.S. Aggregate Bond by 1826.81%. 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 $117.28. The impact to a portfolio due to this purchase was 34.3%. The holding were 559,063 shares as of .

Added: Schwab International Equity (SCHF)

Evergreen Advisors, LLC added to a holding in Schwab International Equity by 24.31%. The purchase prices were between $22.3 and $34.12, with an estimated average price of $31.02. The stock is now traded at around $27.31. The impact to a portfolio due to this purchase was 2.37%. The holding were 837,704 shares as of .

Sold Out: Schwab U.S. Small-Cap (SCHA)

Evergreen Advisors, LLC sold out a holding in Schwab U.S. Small-Cap. The sale prices were between $44.57 and $77.39, with an estimated average price of $68.72.

Sold Out: iShares Core 1-5 Year USD Bond ETF (ISTB)

Evergreen Advisors, LLC sold out a holding in iShares Core 1-5 Year USD Bond ETF. The sale prices were between $48.12 and $51.23, with an estimated average price of $50.24.

Sold Out: Xtrackers USD High Yield Corporate Bond (HYLB)

Evergreen Advisors, LLC sold out a holding in Xtrackers USD High Yield Corporate Bond. The sale prices were between $38.83 and $50.65, with an estimated average price of $48.55.

Sold Out: iShares International Aggregate Bond Fund (IAGG)

Evergreen Advisors, LLC sold out a holding in iShares International Aggregate Bond Fund. The sale prices were between $53.16 and $56.51, with an estimated average price of $55.33.

Sold Out: iShares National Muni Bond (MUB)

Evergreen Advisors, LLC sold out a holding in iShares National Muni Bond. The sale prices were between $101.52 and $117.61, with an estimated average price of $114.37.

Sold Out: Schwab U.S. Mid Cap (SCHM)

Evergreen Advisors, LLC sold out a holding in Schwab U.S. Mid Cap. The sale prices were between $35.83 and $62.24, with an estimated average price of $55.51.



Here is the complete portfolio of Evergreen Advisors, LLC. Also check out:

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

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:



Performances of the stocks mentioned by insider


User Generated Screeners


pjmason14Momentum
pascal.van.garsseHigh FCF-M2
kosalmmuse6
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
kosalmmuseNice
kosalmmusehan
MsDale*52-Week Low
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)