BKD Wealth Advisors, LLC Buys Dimensional U.S. Core Equity 2 ETF, iShares iBonds Dec 2026 Term Corporate ETF, iShares iBonds Dec 2024 Term Corporate ETF, Sells , CrossFirst Bankshares Inc, SPDR Nuveen Bloomberg Barclays Municipal Bond ETF

Springfield, MO, based Investment company BKD Wealth Advisors, LLC (Current Portfolio) buys Dimensional U.S. Core Equity 2 ETF, iShares iBonds Dec 2026 Term Corporate ETF, iShares iBonds Dec 2024 Term Corporate ETF, Stryker Corp, PepsiCo Inc, sells , CrossFirst Bankshares Inc, SPDR Nuveen Bloomberg Barclays Municipal Bond ETF, BTC iShares U.S. Treasury Bond ETF, Vanguard Mid-Cap Growth ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, BKD Wealth Advisors, LLC. As of 2021Q3, BKD Wealth Advisors, LLC owns 272 stocks with a total value of $2.2 billion. These are the details of the buys and sells.

For the details of BKD Wealth Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/bkd+wealth+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of BKD Wealth Advisors, LLC
  1. Vanguard Total Stock Market ETF (VTI) - 3,320,976 shares, 33.89% of the total portfolio. Shares added by 0.64%
  2. Vanguard FTSE All-World ex-US ETF (VEU) - 4,459,301 shares, 12.49% of the total portfolio. Shares added by 3.58%
  3. iShares MSCI EAFE Small-Cap ETF (SCZ) - 1,487,267 shares, 5.09% of the total portfolio. Shares added by 3.00%
  4. iShares Core S&P Mid-Cap ETF (IJH) - 333,169 shares, 4.03% of the total portfolio. Shares added by 3.43%
  5. iShares Core S&P 500 ETF (IVV) - 167,710 shares, 3.32% of the total portfolio. Shares added by 0.20%
New Purchase: Dimensional U.S. Core Equity 2 ETF (DFAC)

BKD Wealth Advisors, LLC initiated holding in Dimensional U.S. Core Equity 2 ETF. The purchase prices were between $25.98 and $27.82, with an estimated average price of $27.1. The stock is now traded at around $27.440000. The impact to a portfolio due to this purchase was 0.47%. The holding were 385,972 shares as of 2021-09-30.

New Purchase: iShares iBonds Dec 2026 Term Corporate ETF (IBDR)

BKD Wealth Advisors, LLC initiated holding in iShares iBonds Dec 2026 Term Corporate ETF. The purchase prices were between $26.41 and $26.68, with an estimated average price of $26.54. The stock is now traded at around $26.390000. The impact to a portfolio due to this purchase was 0.09%. The holding were 70,738 shares as of 2021-09-30.

New Purchase: iShares iBonds Dec 2024 Term Corporate ETF (IBDP)

BKD Wealth Advisors, LLC initiated holding in iShares iBonds Dec 2024 Term Corporate ETF. The purchase prices were between $26.2 and $26.31, with an estimated average price of $26.25. The stock is now traded at around $26.210000. The impact to a portfolio due to this purchase was 0.08%. The holding were 68,298 shares as of 2021-09-30.

New Purchase: iShares iBonds Dec 2022 Term Corporate ETF (IBDN)

BKD Wealth Advisors, LLC initiated holding in iShares iBonds Dec 2022 Term Corporate ETF. The purchase prices were between $25.25 and $25.29, with an estimated average price of $25.27. The stock is now traded at around $25.270000. The impact to a portfolio due to this purchase was 0.05%. The holding were 42,037 shares as of 2021-09-30.

New Purchase: JPMorgan Ultra-Short Municipal Income ETF (JMST)

BKD Wealth Advisors, LLC initiated holding in JPMorgan Ultra-Short Municipal Income ETF. The purchase prices were between $51.02 and $51.09, with an estimated average price of $51.06. The stock is now traded at around $51.070000. The impact to a portfolio due to this purchase was 0.04%. The holding were 17,623 shares as of 2021-09-30.

New Purchase: Cerner Corp (CERN)

BKD Wealth Advisors, LLC initiated holding in Cerner Corp. The purchase prices were between $70.52 and $81.91, with an estimated average price of $77.27. The stock is now traded at around $71.720000. The impact to a portfolio due to this purchase was 0.04%. The holding were 12,123 shares as of 2021-09-30.

Added: Stryker Corp (SYK)

BKD Wealth Advisors, LLC added to a holding in Stryker Corp by 59.28%. The purchase prices were between $248.9 and $280.09, with an estimated average price of $267.47. The stock is now traded at around $263.850000. The impact to a portfolio due to this purchase was 0.07%. The holding were 14,987 shares as of 2021-09-30.

Added: PepsiCo Inc (PEP)

BKD Wealth Advisors, LLC added to a holding in PepsiCo Inc by 31.70%. The purchase prices were between $148.2 and $158.91, with an estimated average price of $154.73. The stock is now traded at around $159.260000. The impact to a portfolio due to this purchase was 0.06%. The holding were 37,236 shares as of 2021-09-30.

Added: Johnson & Johnson (JNJ)

BKD Wealth Advisors, LLC added to a holding in Johnson & Johnson by 22.31%. The purchase prices were between $161.5 and $179.47, with an estimated average price of $170.65. The stock is now traded at around $160.110000. The impact to a portfolio due to this purchase was 0.05%. The holding were 34,274 shares as of 2021-09-30.

Added: Regeneron Pharmaceuticals Inc (REGN)

BKD Wealth Advisors, LLC added to a holding in Regeneron Pharmaceuticals Inc by 297.60%. The purchase prices were between $574.03 and $680.96, with an estimated average price of $621.14. The stock is now traded at around $555.620000. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,322 shares as of 2021-09-30.

Added: Chevron Corp (CVX)

BKD Wealth Advisors, LLC added to a holding in Chevron Corp by 21.12%. The purchase prices were between $94.29 and $106.21, with an estimated average price of $99.81. The stock is now traded at around $108.810000. The impact to a portfolio due to this purchase was 0.03%. The holding were 38,242 shares as of 2021-09-30.

Added: Raytheon Technologies Corp (RTX)

BKD Wealth Advisors, LLC added to a holding in Raytheon Technologies Corp by 60.09%. The purchase prices were between $81.05 and $88.62, with an estimated average price of $85.51. The stock is now traded at around $89.170000. The impact to a portfolio due to this purchase was 0.03%. The holding were 21,196 shares as of 2021-09-30.

Sold Out: (ALXN)

BKD Wealth Advisors, LLC sold out a holding in . The sale prices were between $179.45 and $186.61, with an estimated average price of $183.84.

Sold Out: CrossFirst Bankshares Inc (CFB)

BKD Wealth Advisors, LLC sold out a holding in CrossFirst Bankshares Inc. The sale prices were between $11.9 and $14.28, with an estimated average price of $13.24.

Sold Out: SPDR Nuveen Bloomberg Barclays Municipal Bond ETF (TFI)

BKD Wealth Advisors, LLC sold out a holding in SPDR Nuveen Bloomberg Barclays Municipal Bond ETF. The sale prices were between $51.5 and $52.29, with an estimated average price of $52.

Sold Out: Vanguard Mid-Cap Growth ETF (VOT)

BKD Wealth Advisors, LLC sold out a holding in Vanguard Mid-Cap Growth ETF. The sale prices were between $230.26 and $250.88, with an estimated average price of $241.96.

Sold Out: Gilead Sciences Inc (GILD)

BKD Wealth Advisors, LLC sold out a holding in Gilead Sciences Inc. The sale prices were between $67.69 and $73.03, with an estimated average price of $70.27.

Sold Out: DT Midstream Inc (DTM)

BKD Wealth Advisors, LLC sold out a holding in DT Midstream Inc. The sale prices were between $39.7 and $48.03, with an estimated average price of $43.79.



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