- New Purchases: IUSB, INTU, WMT, VO,
- Added Positions: BND, IGSB, IEFA, XLE, MTUM, VB, ITE, SPEM, AGG, VEU, XOM, EFA,
- Reduced Positions: IGIB, GOVT, NEAR, VMBS, MSFT, VIG, SHV, IHI, QUAL, USMV, EEM, SPHY, VWO, USIG, TLT, SHY, IEI, MXIM, PCY, CSCO, IEF, VBF, VZ,
- Sold Out: VAR, SHYG, FLOT, AMGN,
For the details of MA Private Wealth's stock buys and sells, go to https://www.gurufocus.com/guru/ma+private+wealth/current-portfolio/portfolio
These are the top 5 holdings of MA Private Wealth- Vanguard S&P 500 ETF (VOO) - 172,390 shares, 13.50% of the total portfolio. Shares reduced by 0.47%
- BTC iShares U.S. Treasury Bond ETF (GOVT) - 1,449,987 shares, 7.68% of the total portfolio. Shares reduced by 2.11%
- Vanguard Total Bond Market ETF (BND) - 420,142 shares, 7.18% of the total portfolio. Shares added by 3.89%
- iShares Core S&P Total U.S. Stock Market ETF (ITOT) - 323,381 shares, 6.36% of the total portfolio. Shares added by 0.94%
- BTC iShares Core MSCI EAFE ETF (IEFA) - 315,755 shares, 4.70% of the total portfolio. Shares added by 4.26%
MA Private Wealth initiated holding in iShares Core Total USD Bond Market ETF. The purchase prices were between $52.46 and $53.42, with an estimated average price of $52.97. The stock is now traded at around $53.845000. The impact to a portfolio due to this purchase was 0.18%. The holding were 16,947 shares as of 2021-06-30.
New Purchase: Intuit Inc (INTU)MA Private Wealth initiated holding in Intuit Inc. The purchase prices were between $383.06 and $491.4, with an estimated average price of $432.34. The stock is now traded at around $518.380000. The impact to a portfolio due to this purchase was 0.05%. The holding were 504 shares as of 2021-06-30.
New Purchase: Vanguard Mid-Cap ETF (VO)MA Private Wealth initiated holding in Vanguard Mid-Cap ETF. The purchase prices were between $220.69 and $238.25, with an estimated average price of $231.03. The stock is now traded at around $236.840000. The impact to a portfolio due to this purchase was 0.04%. The holding were 856 shares as of 2021-06-30.
New Purchase: Walmart Inc (WMT)MA Private Wealth initiated holding in Walmart Inc. The purchase prices were between $135.17 and $142.42, with an estimated average price of $139.64. The stock is now traded at around $141.840000. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,429 shares as of 2021-06-30.
Added: iShares 1-3 Year Credit Bond ETF (IGSB)MA Private Wealth added to a holding in iShares 1-3 Year Credit Bond ETF by 38.33%. The purchase prices were between $54.35 and $54.84, with an estimated average price of $54.64. The stock is now traded at around $54.845000. The impact to a portfolio due to this purchase was 0.19%. The holding were 61,486 shares as of 2021-06-30.
Sold Out: (VAR)MA Private Wealth sold out a holding in . The sale prices were between $176.53 and $177.29, with an estimated average price of $177.
Sold Out: iShares 0-5 Year High Yield Corporate Bond ETF (SHYG)MA Private Wealth sold out a holding in iShares 0-5 Year High Yield Corporate Bond ETF. The sale prices were between $45.07 and $45.91, with an estimated average price of $45.47.
Sold Out: BTC iShares Floating Rate Bond ETF (FLOT)MA Private Wealth sold out a holding in BTC iShares Floating Rate Bond ETF. The sale prices were between $50.68 and $50.8, with an estimated average price of $50.74.
Sold Out: Amgen Inc (AMGN)MA Private Wealth sold out a holding in Amgen Inc. The sale prices were between $233.58 and $259.14, with an estimated average price of $245.97.
Here is the complete portfolio of MA Private Wealth. Also check out:
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