Get Premium to unlock powerful stock data

Braun-Bostich & Associates Inc. Buys iShares Short Treasury Bond ETF, iShares iBoxx USD High Yield Corporate Bond ETF, iShares iBoxx USD Investment Grade Corporate Bond , Sells iShares 7-10 Year Treasury Bond ETF, First Trust Dorsey Wright Momentum & Low

Author's Avatar
insider
Nov 17, 2021
Article's Main Image
Investment company Braun-Bostich & Associates Inc. (Current Portfolio) buys iShares Short Treasury Bond ETF, iShares iBoxx USD High Yield Corporate Bond ETF, iShares iBoxx USD Investment Grade Corporate Bond , JB Hunt Transport Services Inc, Tesla Inc, sells iShares 7-10 Year Treasury Bond ETF, First Trust Dorsey Wright Momentum & Low Volatilit, A.O. Smith Corp, Expeditors International of Washington Inc, Best Buy Co Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Braun-Bostich & Associates Inc.. As of 2021Q3, Braun-Bostich & Associates Inc. owns 65 stocks with a total value of $53 million. These are the details of the buys and sells.

For the details of Braun-Bostich & Associates Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/braun-bostich+%26+associates+inc./current-portfolio/portfolio

These are the top 5 holdings of Braun-Bostich & Associates Inc.
  1. iShares 7-10 Year Treasury Bond ETF (IEF) - 25,297 shares, 5.49% of the total portfolio. Shares reduced by 58.28%
  2. BTC iShares Core MSCI EAFE ETF (IEFA) - 39,262 shares, 5.49% of the total portfolio. Shares added by 4.45%
  3. iShares iBoxx USD Investment Grade Corporate Bond (LQD) - 19,048 shares, 4.77% of the total portfolio. Shares added by 37.85%
  4. First Trust Low Duration Mortgage Opportunities ET (LMBS) - 46,537 shares, 4.43% of the total portfolio. Shares added by 0.34%
  5. Vanguard Short-Term Bond ETF (BSV) - 28,592 shares, 4.41% of the total portfolio. Shares reduced by 1.17%
New Purchase: iShares Short Treasury Bond ETF (SHV)

Braun-Bostich & Associates Inc. initiated holding in iShares Short Treasury Bond ETF. The purchase prices were between $110.46 and $110.49, with an estimated average price of $110.48. The stock is now traded at around $110.445000. The impact to a portfolio due to this purchase was 3.95%. The holding were 18,968 shares as of 2021-09-30.

New Purchase: iShares iBoxx USD High Yield Corporate Bond ETF (HYG)

Braun-Bostich & Associates Inc. initiated holding in iShares iBoxx USD High Yield Corporate Bond ETF. The purchase prices were between $85.97 and $87.57, with an estimated average price of $86.87. The stock is now traded at around $86.720000. The impact to a portfolio due to this purchase was 1.38%. The holding were 8,355 shares as of 2021-09-30.

New Purchase: JB Hunt Transport Services Inc (JBHT)

Braun-Bostich & Associates Inc. initiated holding in JB Hunt Transport Services Inc. The purchase prices were between $159.68 and $182.93, with an estimated average price of $170.6. The stock is now traded at around $200.230000. The impact to a portfolio due to this purchase was 0.39%. The holding were 1,238 shares as of 2021-09-30.

New Purchase: Tesla Inc (TSLA)

Braun-Bostich & Associates Inc. initiated holding in Tesla Inc. The purchase prices were between $643.38 and $791.36, with an estimated average price of $706.1. The stock is now traded at around $1074.160000. The impact to a portfolio due to this purchase was 0.39%. The holding were 270 shares as of 2021-09-30.

Added: iShares iBoxx USD Investment Grade Corporate Bond (LQD)

Braun-Bostich & Associates Inc. added to a holding in iShares iBoxx USD Investment Grade Corporate Bond by 37.85%. The purchase prices were between $132.51 and $135.62, with an estimated average price of $134.39. The stock is now traded at around $131.775000. The impact to a portfolio due to this purchase was 1.31%. The holding were 19,048 shares as of 2021-09-30.

Sold Out: First Trust Dorsey Wright Momentum & Low Volatilit (DVOL)

Braun-Bostich & Associates Inc. sold out a holding in First Trust Dorsey Wright Momentum & Low Volatilit. The sale prices were between $27.1 and $29.82, with an estimated average price of $28.57.

Sold Out: A.O. Smith Corp (AOS)

Braun-Bostich & Associates Inc. sold out a holding in A.O. Smith Corp. The sale prices were between $61.07 and $73.71, with an estimated average price of $69.92.

Sold Out: Expeditors International of Washington Inc (EXPD)

Braun-Bostich & Associates Inc. sold out a holding in Expeditors International of Washington Inc. The sale prices were between $119.13 and $130.36, with an estimated average price of $125.19.

Sold Out: Best Buy Co Inc (BBY)

Braun-Bostich & Associates Inc. sold out a holding in Best Buy Co Inc. The sale prices were between $104.74 and $121.89, with an estimated average price of $112.41.



Here is the complete portfolio of Braun-Bostich & Associates Inc.. Also check out:

1. Braun-Bostich & Associates Inc.'s Undervalued Stocks
2. Braun-Bostich & Associates Inc.'s Top Growth Companies, and
3. Braun-Bostich & Associates Inc.'s High Yield stocks
4. Stocks that Braun-Bostich & Associates Inc. keeps buying

Become a Premium Member to See This: (Free Trial):

» Take a Free Trial of Premium Membership

Rating:
NaN / 5 ( votes)
Author's Avatar
WRITTEN BY

GuruFocus Screeners

Related Articles

Q&A with Gurus