New Potomac Partners, LLC Buys Invesco BulletShares 2026 Corporate Bond ETF, SPDR Nuveen Bloomberg Barclays Municipal Bond ETF, Invesco BulletShares 2025 Corporate Bond ETF, Sells Invesco BulletShares 2022 Corporate Bond ETF, Invesco BulletShares 2023 Cor

Investment company New Potomac Partners, LLC (Current Portfolio) buys Invesco BulletShares 2026 Corporate Bond ETF, SPDR Nuveen Bloomberg Barclays Municipal Bond ETF, Invesco BulletShares 2025 Corporate Bond ETF, Duke Energy Corp, Sempra Energy, sells Invesco BulletShares 2022 Corporate Bond ETF, Invesco BulletShares 2023 Corporate Bond ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, New Potomac Partners, LLC. As of 2021Q3, New Potomac Partners, LLC owns 65 stocks with a total value of $145 million. These are the details of the buys and sells.

For the details of New Potomac Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/new+potomac+partners%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of New Potomac Partners, LLC
  1. iShares Gold Trust (IAU) - 266,300 shares, 6.14% of the total portfolio. Shares reduced by 0.73%
  2. Apple Inc (AAPL) - 46,252 shares, 4.52% of the total portfolio. Shares reduced by 0.79%
  3. Microsoft Corp (MSFT) - 22,765 shares, 4.43% of the total portfolio. Shares reduced by 2.71%
  4. iShares Core S&P 500 ETF (IVV) - 14,422 shares, 4.29% of the total portfolio. Shares reduced by 1.48%
  5. iShares 0-5 Year TIPS Bond ETF (STIP) - 45,490 shares, 3.32% of the total portfolio. Shares added by 4.44%
New Purchase: Duke Energy Corp (DUK)

New Potomac Partners, LLC initiated holding in Duke Energy Corp. The purchase prices were between $97.05 and $107.93, with an estimated average price of $103.5. The stock is now traded at around $103.660000. The impact to a portfolio due to this purchase was 0.17%. The holding were 2,482 shares as of 2021-09-30.

New Purchase: Sempra Energy (SRE)

New Potomac Partners, LLC initiated holding in Sempra Energy. The purchase prices were between $123.62 and $136.76, with an estimated average price of $132.08. The stock is now traded at around $131.970000. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,765 shares as of 2021-09-30.

Added: Invesco BulletShares 2026 Corporate Bond ETF (BSCQ)

New Potomac Partners, LLC added to a holding in Invesco BulletShares 2026 Corporate Bond ETF by 57.56%. The purchase prices were between $21.37 and $21.56, with an estimated average price of $21.47. The stock is now traded at around $21.245000. The impact to a portfolio due to this purchase was 0.46%. The holding were 85,120 shares as of 2021-09-30.

Added: SPDR Nuveen Bloomberg Barclays Municipal Bond ETF (TFI)

New Potomac Partners, LLC added to a holding in SPDR Nuveen Bloomberg Barclays Municipal Bond ETF by 25.94%. The purchase prices were between $51.5 and $52.29, with an estimated average price of $52. The stock is now traded at around $51.295000. The impact to a portfolio due to this purchase was 0.45%. The holding were 61,110 shares as of 2021-09-30.

Added: Invesco BulletShares 2025 Corporate Bond ETF (BSCP)

New Potomac Partners, LLC added to a holding in Invesco BulletShares 2025 Corporate Bond ETF by 33.97%. The purchase prices were between $22.15 and $22.32, with an estimated average price of $22.23. The stock is now traded at around $22.044600. The impact to a portfolio due to this purchase was 0.28%. The holding were 72,690 shares as of 2021-09-30.

Added: Johnson & Johnson (JNJ)

New Potomac Partners, LLC added to a holding in Johnson & Johnson by 70.45%. 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 $165.569900. The impact to a portfolio due to this purchase was 0.1%. The holding were 2,255 shares as of 2021-09-30.



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