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Pacific Wealth Management Buys ISHARES TRUST, iShares 20+ Year Treasury Bond ETF, iShares 10-20 Year Treasury Bond ETF, Sells iShares Core U.S. Aggregate Bond ETF

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Jan 18, 2022
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Investment company Pacific Wealth Management (Current Portfolio) buys ISHARES TRUST, iShares 20+ Year Treasury Bond ETF, iShares 10-20 Year Treasury Bond ETF, iShares 10 Year Investment Grade Corporate Bond ET, iShares iBoxx USD Investment Grade Corporate Bond , sells iShares Core U.S. Aggregate Bond ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Pacific Wealth Management. As of 2021Q4, Pacific Wealth Management owns 13 stocks with a total value of $132 million. These are the details of the buys and sells.

For the details of Pacific Wealth Management's stock buys and sells, go to https://www.gurufocus.com/guru/pacific+wealth+management/current-portfolio/portfolio

These are the top 5 holdings of Pacific Wealth Management
  1. S&P 500 ETF TRUST ETF (SPY) - 117,663 shares, 42.46% of the total portfolio. Shares reduced by 4.33%
  2. iShares Core Dividend Growth ETF (DGRO) - 541,486 shares, 22.87% of the total portfolio. Shares reduced by 4.8%
  3. PowerShares QQQ Trust Ser 1 (QQQ) - 30,283 shares, 9.15% of the total portfolio. Shares reduced by 0.47%
  4. iShares iBoxx USD Investment Grade Corporate Bond (LQD) - 85,112 shares, 8.57% of the total portfolio. Shares added by 37.88%
  5. ISHARES TRUST (IEF) - 58,264 shares, 5.09% of the total portfolio. New Position
New Purchase: ISHARES TRUST (IEF)

Pacific Wealth Management initiated holding in ISHARES TRUST. The purchase prices were between $113.36 and $116.25, with an estimated average price of $114.77. The stock is now traded at around $112.580000. The impact to a portfolio due to this purchase was 5.09%. The holding were 58,264 shares as of 2021-12-31.

New Purchase: iShares 20+ Year Treasury Bond ETF (TLT)

Pacific Wealth Management initiated holding in iShares 20+ Year Treasury Bond ETF. The purchase prices were between $141.01 and $154.18, with an estimated average price of $147.11. The stock is now traded at around $142.100000. The impact to a portfolio due to this purchase was 4%. The holding were 35,481 shares as of 2021-12-31.

New Purchase: iShares 10-20 Year Treasury Bond ETF (TLH)

Pacific Wealth Management initiated holding in iShares 10-20 Year Treasury Bond ETF. The purchase prices were between $143.74 and $151.91, with an estimated average price of $147.68. The stock is now traded at around $143.210000. The impact to a portfolio due to this purchase was 3.86%. The holding were 34,209 shares as of 2021-12-31.

New Purchase: iShares 10 Year Investment Grade Corporate Bond ET (IGLB)

Pacific Wealth Management initiated holding in iShares 10 Year Investment Grade Corporate Bond ET. The purchase prices were between $67.74 and $71.16, with an estimated average price of $69.55. The stock is now traded at around $67.150000. The impact to a portfolio due to this purchase was 2.47%. The holding were 46,796 shares as of 2021-12-31.

New Purchase: Onto Innovation Inc (ONTO)

Pacific Wealth Management initiated holding in Onto Innovation Inc. The purchase prices were between $70.17 and $102.27, with an estimated average price of $86.79. The stock is now traded at around $105.960000. The impact to a portfolio due to this purchase was 0.18%. The holding were 2,337 shares as of 2021-12-31.

New Purchase: The Home Depot Inc (HD)

Pacific Wealth Management initiated holding in The Home Depot Inc. The purchase prices were between $326.47 and $416.18, with an estimated average price of $382.21. The stock is now traded at around $372.000000. The impact to a portfolio due to this purchase was 0.16%. The holding were 500 shares as of 2021-12-31.

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

Pacific Wealth Management added to a holding in iShares iBoxx USD Investment Grade Corporate Bond by 37.88%. The purchase prices were between $130.49 and $134.38, with an estimated average price of $132.44. The stock is now traded at around $129.160000. The impact to a portfolio due to this purchase was 2.35%. The holding were 85,112 shares as of 2021-12-31.

Sold Out: iShares Core U.S. Aggregate Bond ETF (AGG)

Pacific Wealth Management sold out a holding in iShares Core U.S. Aggregate Bond ETF. The sale prices were between $113.17 and $115.05, with an estimated average price of $114.13.



Here is the complete portfolio of Pacific Wealth Management. Also check out:

1. Pacific Wealth Management's Undervalued Stocks
2. Pacific Wealth Management's Top Growth Companies, and
3. Pacific Wealth Management's High Yield stocks
4. Stocks that Pacific Wealth Management keeps buying

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