Family Firm, Inc. Buys VanEck Investment Grade Floating Rate ETF, Apple Inc, BTC iShares U.S. Treasury Bond ETF, Sells Bank of America Corp, BTC iShares U.S. Telecommunications ETF, iShares U.S. Consumer Staples ETF

Bethesda, MD, based Investment company Family Firm, Inc. (Current Portfolio) buys VanEck Investment Grade Floating Rate ETF, Apple Inc, BTC iShares U.S. Treasury Bond ETF, PIMCO Active Bond ETF, Marathon Petroleum Corp, sells Bank of America Corp, BTC iShares U.S. Telecommunications ETF, iShares U.S. Consumer Staples ETF, Comcast Corp, iShares Global Financials ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Family Firm, Inc.. As of 2021Q3, Family Firm, Inc. owns 178 stocks with a total value of $380 million. These are the details of the buys and sells.

For the details of Family Firm, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/family+firm%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Family Firm, Inc.
  1. iShares Russell 3000 ETF (IWV) - 229,308 shares, 16.20% of the total portfolio. Shares reduced by 1.57%
  2. Vanguard FTSE Developed Markets ETF (VEA) - 551,038 shares, 7.56% of the total portfolio. Shares added by 2.50%
  3. VANGUARD BD IDX FD (BND) - 288,966 shares, 6.45% of the total portfolio. Shares added by 5.80%
  4. iShares Core S&P 500 ETF (IVV) - 28,515 shares, 3.41% of the total portfolio. Shares reduced by 2.44%
  5. iShares 0-5 Year TIPS Bond ETF (STIP) - 99,770 shares, 2.78% of the total portfolio. Shares added by 3.09%
New Purchase: VanEck Investment Grade Floating Rate ETF (FLTR)

Family Firm, Inc. initiated holding in VanEck Investment Grade Floating Rate ETF. The purchase prices were between $25.33 and $25.39, with an estimated average price of $25.35. The stock is now traded at around $25.350000. The impact to a portfolio due to this purchase was 1.67%. The holding were 250,248 shares as of 2021-09-30.

New Purchase: BTC iShares U.S. Treasury Bond ETF (GOVT)

Family Firm, Inc. initiated holding in BTC iShares U.S. Treasury Bond ETF. The purchase prices were between $26.46 and $26.93, with an estimated average price of $26.74. The stock is now traded at around $26.335000. The impact to a portfolio due to this purchase was 0.24%. The holding were 34,770 shares as of 2021-09-30.

New Purchase: Norfolk Southern Corp (NSC)

Family Firm, Inc. initiated holding in Norfolk Southern Corp. The purchase prices were between $239.24 and $273.35, with an estimated average price of $256.57. The stock is now traded at around $286.540000. The impact to a portfolio due to this purchase was 0.06%. The holding were 752 shares as of 2021-09-30.

New Purchase: Marathon Petroleum Corp (MPC)

Family Firm, Inc. initiated holding in Marathon Petroleum Corp. The purchase prices were between $50.88 and $63.09, with an estimated average price of $57.57. The stock is now traded at around $67.520000. The impact to a portfolio due to this purchase was 0.06%. The holding were 3,239 shares as of 2021-09-30.

New Purchase: Texas Instruments Inc (TXN)

Family Firm, Inc. initiated holding in Texas Instruments Inc. The purchase prices were between $183.8 and $200.65, with an estimated average price of $190.58. The stock is now traded at around $199.070000. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,143 shares as of 2021-09-30.

New Purchase: ASML Holding NV (ASML)

Family Firm, Inc. initiated holding in ASML Holding NV. The purchase prices were between $673.69 and $889.33, with an estimated average price of $785.63. The stock is now traded at around $800.970000. The impact to a portfolio due to this purchase was 0.05%. The holding were 263 shares as of 2021-09-30.

Added: Apple Inc (AAPL)

Family Firm, Inc. added to a holding in Apple Inc by 77.15%. The purchase prices were between $137.27 and $156.69, with an estimated average price of $147.22. The stock is now traded at around $148.690000. The impact to a portfolio due to this purchase was 0.57%. The holding were 33,106 shares as of 2021-09-30.

Added: PIMCO Active Bond ETF (BOND)

Family Firm, Inc. added to a holding in PIMCO Active Bond ETF by 35.18%. The purchase prices were between $109.94 and $111.61, with an estimated average price of $111.02. The stock is now traded at around $109.610000. The impact to a portfolio due to this purchase was 0.09%. The holding were 12,012 shares as of 2021-09-30.

Sold Out: Comcast Corp (CMCSA)

Family Firm, Inc. sold out a holding in Comcast Corp. The sale prices were between $54.75 and $61.75, with an estimated average price of $58.36.

Sold Out: Utilities Select Sector SPDR ETF (XLU)

Family Firm, Inc. sold out a holding in Utilities Select Sector SPDR ETF. The sale prices were between $63.44 and $69.54, with an estimated average price of $66.41.

Sold Out: General Electric Co (GE)

Family Firm, Inc. sold out a holding in General Electric Co. The sale prices were between $96 and $107.84, with an estimated average price of $103.28.

Sold Out: iShares U.S. Oil Equipment & Services ETF (IEZ)

Family Firm, Inc. sold out a holding in iShares U.S. Oil Equipment & Services ETF. The sale prices were between $11.75 and $15.91, with an estimated average price of $13.32.



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