Asset Planning Services, Ltd. Buys iShares 0-5 Year Investment Grade Corporate Bond E, BTC iShares S&P Mid-Cap 400 Value ETF, Templeton Global Income Fund, Sells BTC iShares Core S&P 500 ETF, SPDR Portfolio Short Term Corporate Bond ETF, BTC iShares Core

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Investment company Asset Planning Services, Ltd. (Current Portfolio) buys iShares 0-5 Year Investment Grade Corporate Bond E, BTC iShares S&P Mid-Cap 400 Value ETF, Templeton Global Income Fund, iShares 1-3 Year Credit Bond ETF, sells BTC iShares Core S&P 500 ETF, SPDR Portfolio Short Term Corporate Bond ETF, BTC iShares Core MSCI EAFE ETF, Merck Inc, Vanguard Growth ETF during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Asset Planning Services, Ltd.. As of 2020Q4, Asset Planning Services, Ltd. owns 68 stocks with a total value of $207 million. These are the details of the buys and sells.

For the details of Asset Planning Services, Ltd.'s stock buys and sells, go to https://www.gurufocus.com/guru/asset+planning+services%2C+ltd./current-portfolio/portfolio

These are the top 5 holdings of Asset Planning Services, Ltd.
  1. BTC iShares Core S&P 500 ETF (IVV) - 104,802 shares, 18.97% of the total portfolio. Shares reduced by 20.02%
  2. Vanguard S&P 500 ETF (VOO) - 67,670 shares, 11.22% of the total portfolio. Shares reduced by 11.93%
  3. Vanguard Growth ETF (VUG) - 40,784 shares, 4.98% of the total portfolio. Shares reduced by 22.16%
  4. Vanguard Short-Term Corporate Bond ETF (VCSH) - 117,007 shares, 4.70% of the total portfolio. Shares reduced by 18.83%
  5. Merck & Co Inc (MRK) - 116,497 shares, 4.60% of the total portfolio. Shares reduced by 21.55%
New Purchase: iShares 0-5 Year Investment Grade Corporate Bond E (SLQD)

Asset Planning Services, Ltd. initiated holding in iShares 0-5 Year Investment Grade Corporate Bond E. The purchase prices were between $51.94 and $52.22, with an estimated average price of $52.07. The stock is now traded at around $52.098900. The impact to a portfolio due to this purchase was 3.2%. The holding were 127,127 shares as of 2020-12-31.

Added: BTC iShares S&P Mid-Cap 400 Value ETF (IJJ)

Asset Planning Services, Ltd. added to a holding in BTC iShares S&P Mid-Cap 400 Value ETF by 100.29%. The purchase prices were between $68.97 and $86.35, with an estimated average price of $78.35. The stock is now traded at around $93.910000. The impact to a portfolio due to this purchase was 0.09%. The holding were 4,210 shares as of 2020-12-31.

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

Asset Planning Services, Ltd. added to a holding in iShares 1-3 Year Credit Bond ETF by 24.18%. The purchase prices were between $54.44 and $55.07, with an estimated average price of $54.7. The stock is now traded at around $55.078700. The impact to a portfolio due to this purchase was 0.05%. The holding were 9,934 shares as of 2020-12-31.

Added: Templeton Global Income Fund (GIM)

Asset Planning Services, Ltd. added to a holding in Templeton Global Income Fund by 41.45%. The purchase prices were between $5.13 and $5.51, with an estimated average price of $5.33. The stock is now traded at around $5.570000. The impact to a portfolio due to this purchase was 0.05%. The holding were 64,201 shares as of 2020-12-31.

Sold Out: Voya Prime Rate Trust (PPR)

Asset Planning Services, Ltd. sold out a holding in Voya Prime Rate Trust. The sale prices were between $4.2 and $4.52, with an estimated average price of $4.4.

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

Asset Planning Services, Ltd. sold out a holding in iShares Core 1-5 Year USD Bond ETF. The sale prices were between $51.08 and $51.56, with an estimated average price of $51.3.

Sold Out: JPMorgan Ultra-Short Income ETF (JPST)

Asset Planning Services, Ltd. sold out a holding in JPMorgan Ultra-Short Income ETF. The sale prices were between $50.74 and $50.83, with an estimated average price of $50.79.

Sold Out: Microsoft Corp (MSFT)

Asset Planning Services, Ltd. sold out a holding in Microsoft Corp. The sale prices were between $202.33 and $224.96, with an estimated average price of $215.07.

Sold Out: BNY SPDR S&P MidCap 400 ETF (MDY)

Asset Planning Services, Ltd. sold out a holding in BNY SPDR S&P MidCap 400 ETF. The sale prices were between $345.43 and $421.75, with an estimated average price of $386.61.

Sold Out: Vanguard Utilities ETF (VPU)

Asset Planning Services, Ltd. sold out a holding in Vanguard Utilities ETF. The sale prices were between $131.85 and $145.52, with an estimated average price of $137.96.



Here is the complete portfolio of Asset Planning Services, Ltd.. Also check out:

1. Asset Planning Services, Ltd.'s Undervalued Stocks
2. Asset Planning Services, Ltd.'s Top Growth Companies, and
3. Asset Planning Services, Ltd.'s High Yield stocks
4. Stocks that Asset Planning Services, Ltd. keeps buying