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TRUE Private Wealth Advisors Buys iShares iBoxx $ Investment Grade Corporate Bond, Vanguard Short-Term Bond, iShares MSCI EM ESG Select ETF, Sells Vanguard Value, iShares Core MSCI Emerging Markets, iShares Core S&P 500

Investment company TRUE Private Wealth Advisors (Current Portfolio) buys iShares iBoxx $ Investment Grade Corporate Bond, Vanguard Short-Term Bond, iShares MSCI EM ESG Select ETF, iShares MSCI EAFE Growth, iShares 1-3 Year Credit Bond ETF, sells Vanguard Value, iShares Core MSCI Emerging Markets, iShares Core S&P 500, SPDR S&P Dividend, iShares Intermediate Credit Bond ETF during the 3-months ended 2020Q2, according to the most recent filings of the investment company, TRUE Private Wealth Advisors. As of 2020Q2, TRUE Private Wealth Advisors owns 691 stocks with a total value of $537 million. These are the details of the buys and sells.

For the details of TRUE Private Wealth Advisors's stock buys and sells, go to https://www.gurufocus.com/guru/true+private+wealth+advisors/current-portfolio/portfolio

These are the top 5 holdings of TRUE Private Wealth Advisors
  1. iShares Core S&P Total U.S. Stock Market (ITOT) - 1,110,337 shares, 14.35% of the total portfolio. Shares reduced by 4.54%
  2. iShares 1-3 Year Treasury Bond ETF (SHY) - 509,525 shares, 8.21% of the total portfolio. Shares reduced by 2.17%
  3. iShares Intermediate Government/Credit Bond (GVI) - 219,286 shares, 4.80% of the total portfolio. Shares added by 2.04%
  4. ishares Gold Trust (IAU) - 1,328,041 shares, 4.20% of the total portfolio. Shares added by 0.56%
  5. iShares Edge MSCI Min Vol USA (USMV) - 367,571 shares, 4.15% of the total portfolio. Shares added by 0.47%
New Purchase: Vanguard Short-Term Bond (BSV)

TRUE Private Wealth Advisors initiated holding in Vanguard Short-Term Bond. The purchase prices were between $81.4 and $83, with an estimated average price of $82.44. The stock is now traded at around $83.05. The impact to a portfolio due to this purchase was 0.69%. The holding were 44,562 shares as of .

New Purchase: iShares MSCI EM ESG Select ETF (ESGE)

TRUE Private Wealth Advisors initiated holding in iShares MSCI EM ESG Select ETF. The purchase prices were between $26.29 and $32.85, with an estimated average price of $29.96. The stock is now traded at around $34.12. The impact to a portfolio due to this purchase was 0.47%. The holding were 78,105 shares as of .

New Purchase: iShares MSCI EAFE Growth (EFG)

TRUE Private Wealth Advisors initiated holding in iShares MSCI EAFE Growth. The purchase prices were between $67.85 and $84.53, with an estimated average price of $77.6. The stock is now traded at around $85.15. The impact to a portfolio due to this purchase was 0.43%. The holding were 27,542 shares as of .

New Purchase: Raytheon Technologies Corp (RTX)

TRUE Private Wealth Advisors initiated holding in Raytheon Technologies Corp. The purchase prices were between $49.93 and $74.16, with an estimated average price of $62.35. The stock is now traded at around $62.04. The impact to a portfolio due to this purchase was 0.26%. The holding were 23,091 shares as of .

New Purchase: iShares S&P 100 (OEF)

TRUE Private Wealth Advisors initiated holding in iShares S&P 100. The purchase prices were between $113.55 and $146.76, with an estimated average price of $134.21. The stock is now traded at around $146.36. The impact to a portfolio due to this purchase was 0.25%. The holding were 9,541 shares as of .

New Purchase: iShares Edge MSCI USA Value Factor (VLUE)

TRUE Private Wealth Advisors initiated holding in iShares Edge MSCI USA Value Factor. The purchase prices were between $59.26 and $80.55, with an estimated average price of $69.57. The stock is now traded at around $71.94. The impact to a portfolio due to this purchase was 0.21%. The holding were 15,264 shares as of .

Added: iShares iBoxx $ Investment Grade Corporate Bond (LQD)

TRUE Private Wealth Advisors added to a holding in iShares iBoxx $ Investment Grade Corporate Bond by 94.53%. The purchase prices were between $121.1 and $134.5, with an estimated average price of $129.98. The stock is now traded at around $135.53. The impact to a portfolio due to this purchase was 0.77%. The holding were 63,307 shares as of .

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

TRUE Private Wealth Advisors added to a holding in iShares 1-3 Year Credit Bond ETF by 729.63%. The purchase prices were between $51.65 and $54.62, with an estimated average price of $53.63. The stock is now traded at around $54.72. The impact to a portfolio due to this purchase was 0.34%. The holding were 38,727 shares as of .

Added: Vanguard Information Tech (VGT)

TRUE Private Wealth Advisors added to a holding in Vanguard Information Tech by 162.24%. The purchase prices were between $201.88 and $278.76, with an estimated average price of $248.78. The stock is now traded at around $284.41. The impact to a portfolio due to this purchase was 0.33%. The holding were 10,495 shares as of .

Added: Vanguard Health Care (VHT)

TRUE Private Wealth Advisors added to a holding in Vanguard Health Care by 150.64%. The purchase prices were between $159.59 and $198.15, with an estimated average price of $187.21. The stock is now traded at around $197.46. The impact to a portfolio due to this purchase was 0.18%. The holding were 8,374 shares as of .

Added: iShares U.S. Medical Devices (IHI)

TRUE Private Wealth Advisors added to a holding in iShares U.S. Medical Devices by 896.14%. 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 $270.87. The impact to a portfolio due to this purchase was 0.15%. The holding were 3,357 shares as of .

Added: The Communication Services Select Sector SPDR Fund (XLC)

TRUE Private Wealth Advisors added to a holding in The Communication Services Select Sector SPDR Fund by 163.24%. The purchase prices were between $42.15 and $56.55, with an estimated average price of $51.19. The stock is now traded at around $56.42. The impact to a portfolio due to this purchase was 0.13%. The holding were 21,388 shares as of .

Sold Out: iShares Intermediate Credit Bond ETF (IGIB)

TRUE Private Wealth Advisors sold out a holding in iShares Intermediate Credit Bond ETF. The sale prices were between $53.96 and $60.25, with an estimated average price of $57.93.

Sold Out: Alerian MLP (AMLP)

TRUE Private Wealth Advisors sold out a holding in Alerian MLP. The sale prices were between $16.43 and $31.7, with an estimated average price of $24.12.

Sold Out: Raytheon Co (RTN)

TRUE Private Wealth Advisors sold out a holding in Raytheon Co. The sale prices were between $116.96 and $131.15, with an estimated average price of $123.51.

Sold Out: Essential Utilities Inc (A2A)

TRUE Private Wealth Advisors sold out a holding in Essential Utilities Inc. The sale prices were between $34.55 and $40.8, with an estimated average price of $38.13.

Sold Out: iShares Floating Rate Bond (FLOT)

TRUE Private Wealth Advisors sold out a holding in iShares Floating Rate Bond. The sale prices were between $48.45 and $50.55, with an estimated average price of $49.9.

Sold Out: FS KKR Capital Corp (FSK)

TRUE Private Wealth Advisors sold out a holding in FS KKR Capital Corp. The sale prices were between $11.16 and $18, with an estimated average price of $14.05.



Here is the complete portfolio of TRUE Private Wealth Advisors. Also check out:

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

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