Sterling Investment Advisors Llc Buys U.S. Bancorp, Sells iShares U.S. Real Estate ETF, iShares Gold Trust

Jul 28, 2021

Investment company Sterling Investment Advisors Llc (Current Portfolio) buys U.S. Bancorp, sells iShares U.S. Real Estate ETF, iShares Gold Trust during the 3-months ended 2021Q2, according to the most recent filings of the investment company, Sterling Investment Advisors Llc . As of 2021Q2, Sterling Investment Advisors Llc owns 27 stocks with a total value of $165 million. These are the details of the buys and sells.

New Purchases: USB,
Added Positions: IEMG, IEFA, LEMB, QLTA, AGG, IVE, TIP, HYG, GNR, STIP, FILL,
Reduced Positions: IYR, IVV, ISTB, IJH, IWM, IVW,
Sold Out: IAU,

For the details of STERLING INVESTMENT ADVISORS LLC 's stock buys and sells, go to https://www.gurufocus.com/guru/sterling+investment+advisors+llc+/current-portfolio/portfolio

These are the top 5 holdings of STERLING INVESTMENT ADVISORS LLC

BTC iShares Core MSCI EAFE ETF (IEFA) - 424,114 shares, 19.22% of the total portfolio. Shares added by 3.28%
iShares Core S&P 500 ETF (IVV) - 60,925 shares, 15.86% of the total portfolio. Shares reduced by 3.09%
iShares Aaa - A Rated Corporate Bond ETF (QLTA) - 304,784 shares, 10.49% of the total portfolio. Shares added by 1.49%
iShares Core MSCI Emerging Markets ETF (IEMG) - 223,086 shares, 9.05% of the total portfolio. Shares added by 7.45%
iShares S&P 500 Value ETF (IVE) - 74,144 shares, 6.63% of the total portfolio. Shares added by 1.95%

New Purchase: U.S. Bancorp (USB)

Sterling Investment Advisors Llc initiated holding in U.S. Bancorp. The purchase prices were between $54.74 and $62.21, with an estimated average price of $58.61. The stock is now traded at around $56.000000. The impact to a portfolio due to this purchase was 0.29%. The holding were 8,420 shares as of 2021-06-30.

Sold Out: iShares Gold Trust (IAU)

Sterling Investment Advisors Llc sold out a holding in iShares Gold Trust. The sale prices were between $32.52 and $68.08, with an estimated average price of $35.07.

Here is the complete portfolio of STERLING INVESTMENT ADVISORS LLC . Also check out:

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

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