Benjamin Edwards Inc Buys iShares 1-3 Year Credit Bond ETF, iShares MBS ETF, Vanguard Short-Term Corporate Bond ETF, Sells SCHWAB STRATEGIC T, ISHARES TRUST, iShares 20+ Year Treasury Bond ETF

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Aug 18, 2020
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Investment company Benjamin Edwards Inc (Current Portfolio) buys iShares 1-3 Year Credit Bond ETF, iShares MBS ETF, Vanguard Short-Term Corporate Bond ETF, Invesco Preferred ETF, Recon Capital NASDAQ-100 Covered Call ETF, sells SCHWAB STRATEGIC T, ISHARES TRUST, iShares 20+ Year Treasury Bond ETF, ISHARES TRUST, Invesco Senior Loan ETF during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Benjamin Edwards Inc. As of 2020Q2, Benjamin Edwards Inc owns 323 stocks with a total value of $112 million. These are the details of the buys and sells.

For the details of BENJAMIN EDWARDS INC's stock buys and sells, go to https://www.gurufocus.com/guru/benjamin+edwards+inc/current-portfolio/portfolio

These are the top 5 holdings of BENJAMIN EDWARDS INC
  1. Valero Energy Corp (VLO) - 109,000 shares, 5.70% of the total portfolio.
  2. Apple Inc (AAPL) - 9,262 shares, 3.01% of the total portfolio. Shares added by 11.12%
  3. Vanguard Short-Term Corporate Bond ETF (VCSH) - 36,622 shares, 2.69% of the total portfolio. Shares added by 173.69%
  4. iShares 1-3 Year Credit Bond ETF (IGSB) - 52,764 shares, 2.57% of the total portfolio. New Position
  5. iShares MBS ETF (MBB) - 24,168 shares, 2.38% of the total portfolio. Shares added by 3188.16%
New Purchase: iShares 1-3 Year Credit Bond ETF (IGSB)

Benjamin Edwards Inc initiated holding in iShares 1-3 Year Credit Bond ETF. The purchase prices were between $51.56 and $54.53, with an estimated average price of $53.55. The stock is now traded at around $54.97. The impact to a portfolio due to this purchase was 2.57%. The holding were 52,764 shares as of .

New Purchase: Invesco Preferred ETF (PGX)

Benjamin Edwards Inc initiated holding in Invesco Preferred ETF. The purchase prices were between $12.54 and $14.56, with an estimated average price of $14. The stock is now traded at around $14.90. The impact to a portfolio due to this purchase was 1.6%. The holding were 127,239 shares as of .

New Purchase: Recon Capital NASDAQ-100 Covered Call ETF (QYLD)

Benjamin Edwards Inc initiated holding in Recon Capital NASDAQ-100 Covered Call ETF. The purchase prices were between $18.9 and $21, with an estimated average price of $20.27. The stock is now traded at around $21.92. The impact to a portfolio due to this purchase was 1.56%. The holding were 83,465 shares as of .

New Purchase: ISHARES TRUST (AGG)

Benjamin Edwards Inc initiated holding in ISHARES TRUST. The purchase prices were between $113.88 and $117.78, with an estimated average price of $116.39. The stock is now traded at around $118.57. The impact to a portfolio due to this purchase was 1.46%. The holding were 13,859 shares as of .

New Purchase: SPDR SERIES TRUST (SPYG)

Benjamin Edwards Inc initiated holding in SPDR SERIES TRUST. The purchase prices were between $34.16 and $45.45, with an estimated average price of $41.41. The stock is now traded at around $50.11. The impact to a portfolio due to this purchase was 1.44%. The holding were 36,146 shares as of .

New Purchase: SPDR SERIES TRUST (MDYG)

Benjamin Edwards Inc initiated holding in SPDR SERIES TRUST. The purchase prices were between $39.86 and $56.97, with an estimated average price of $49.69. The stock is now traded at around $59.32. The impact to a portfolio due to this purchase was 1.16%. The holding were 24,193 shares as of .

Added: iShares MBS ETF (MBB)

Benjamin Edwards Inc added to a holding in iShares MBS ETF by 3188.16%. The purchase prices were between $109.82 and $111.24, with an estimated average price of $110.72. The stock is now traded at around $110.74. The impact to a portfolio due to this purchase was 2.31%. The holding were 24,168 shares as of .

Added: Vanguard Short-Term Corporate Bond ETF (VCSH)

Benjamin Edwards Inc added to a holding in Vanguard Short-Term Corporate Bond ETF by 173.69%. The purchase prices were between $78.35 and $82.66, with an estimated average price of $81.32. The stock is now traded at around $82.90. The impact to a portfolio due to this purchase was 1.71%. The holding were 36,622 shares as of .

Added: NextEra Energy Inc (NEE)

Benjamin Edwards Inc added to a holding in NextEra Energy Inc by 224.50%. The purchase prices were between $218.23 and $260.48, with an estimated average price of $239.44. The stock is now traded at around $282.95. The impact to a portfolio due to this purchase was 1.26%. The holding were 8,518 shares as of .

Added: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)

Benjamin Edwards Inc added to a holding in Vanguard Intermediate-Term Corporate Bond ETF by 898.12%. The purchase prices were between $86.24 and $95.36, with an estimated average price of $91.91. The stock is now traded at around $96.23. The impact to a portfolio due to this purchase was 1.17%. The holding were 15,381 shares as of .

Added: ISHARES TRUST (LQD)

Benjamin Edwards Inc added to a holding in ISHARES TRUST by 1237.44%. 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 $136.08. The impact to a portfolio due to this purchase was 0.85%. The holding were 7,717 shares as of .

Added: AptarGroup Inc (ATR)

Benjamin Edwards Inc added to a holding in AptarGroup Inc by 7773.79%. The purchase prices were between $94.19 and $113.58, with an estimated average price of $106.29. The stock is now traded at around $118.56. The impact to a portfolio due to this purchase was 0.8%. The holding were 8,110 shares as of .

Sold Out: ISHARES TRUST (GVI)

Benjamin Edwards Inc sold out a holding in ISHARES TRUST. The sale prices were between $113.8 and $117.36, with an estimated average price of $116.03.

Sold Out: Invesco Senior Loan ETF (BKLN)

Benjamin Edwards Inc sold out a holding in Invesco Senior Loan ETF. The sale prices were between $19.38 and $21.79, with an estimated average price of $20.99.

Sold Out: Vanguard Long-Term Government Bond ETF (VGLT)

Benjamin Edwards Inc sold out a holding in Vanguard Long-Term Government Bond ETF. The sale prices were between $95.5 and $104.36, with an estimated average price of $100.51.

Sold Out: Leggett & Platt Inc (LEG)

Benjamin Edwards Inc sold out a holding in Leggett & Platt Inc. The sale prices were between $22.72 and $38.6, with an estimated average price of $30.91.

Sold Out: VanEck Vectors Gold Miners (GDX)

Benjamin Edwards Inc sold out a holding in VanEck Vectors Gold Miners. The sale prices were between $23.04 and $37.21, with an estimated average price of $32.73.

Sold Out: Lamar Advertising Co (LAMR)

Benjamin Edwards Inc sold out a holding in Lamar Advertising Co. The sale prices were between $38.07 and $76.58, with an estimated average price of $60.88.



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