Barry Investment Advisors, LLC Buys SPDR ICE Preferred Securities ETF, Vanguard Total World Stock ETF, Vanguard Long-Term Government Bond ETF, Sells iShares 20+ Year Treasury Bond ETF, Insperity Inc, iShares 1-3 Year Treasury Bond ETF

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Feb 18, 2022
New Bedford, MA, based Investment company Barry Investment Advisors, LLC (Current Portfolio) buys SPDR ICE Preferred Securities ETF, Vanguard Total World Stock ETF, Vanguard Long-Term Government Bond ETF, VanEck Gold Miners ETF, WisdomTree Japan SmallCap Dividend Fund, sells iShares 20+ Year Treasury Bond ETF, Insperity Inc, iShares 1-3 Year Treasury Bond ETF, Alibaba Group Holding, WisdomTree India Earnings Fund during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Barry Investment Advisors, LLC. As of 2021Q4, Barry Investment Advisors, LLC owns 129 stocks with a total value of $380 million. These are the details of the buys and sells.

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

These are the top 5 holdings of Barry Investment Advisors, LLC
  1. SPDR DoubleLine Total Return Tactical ETF (TOTL) - 555,678 shares, 6.93% of the total portfolio. Shares added by 2.15%
  2. Vanguard Short-Term Inflation-Protected Securities (VTIP) - 460,270 shares, 6.23% of the total portfolio. Shares added by 0.71%
  3. iShares 20+ Year Treasury Bond ETF (TLT) - 125,587 shares, 4.90% of the total portfolio. Shares reduced by 42.46%
  4. Schwab Fundamental International Large Company Ind (FNDF) - 552,921 shares, 4.74% of the total portfolio. Shares added by 0.11%
  5. Pfizer Inc (PFE) - 220,347 shares, 3.43% of the total portfolio. Shares reduced by 1.25%
New Purchase: Comcast Corp (CMCSA)

Barry Investment Advisors, LLC initiated holding in Comcast Corp. The purchase prices were between $47.71 and $57.4, with an estimated average price of $52. The stock is now traded at around $46.490000. The impact to a portfolio due to this purchase was 0.13%. The holding were 9,667 shares as of 2021-12-31.

New Purchase: AbbVie Inc (ABBV)

Barry Investment Advisors, LLC initiated holding in AbbVie Inc. The purchase prices were between $107.43 and $135.93, with an estimated average price of $118.5. The stock is now traded at around $143.470000. The impact to a portfolio due to this purchase was 0.09%. The holding were 2,422 shares as of 2021-12-31.

New Purchase: BorgWarner Inc (BWA)

Barry Investment Advisors, LLC initiated holding in BorgWarner Inc. The purchase prices were between $41.96 and $48.55, with an estimated average price of $45.64. The stock is now traded at around $43.420000. The impact to a portfolio due to this purchase was 0.08%. The holding were 7,037 shares as of 2021-12-31.

New Purchase: PIMCO Active Bond ETF (BOND)

Barry Investment Advisors, LLC initiated holding in PIMCO Active Bond ETF. The purchase prices were between $108.26 and $109.78, with an estimated average price of $109.12. The stock is now traded at around $105.330000. The impact to a portfolio due to this purchase was 0.08%. The holding were 2,864 shares as of 2021-12-31.

New Purchase: Sprott Gold Miners ETF (SGDM)

Barry Investment Advisors, LLC initiated holding in Sprott Gold Miners ETF. The purchase prices were between $24.7 and $29.64, with an estimated average price of $26.89. The stock is now traded at around $29.780000. The impact to a portfolio due to this purchase was 0.08%. The holding were 11,400 shares as of 2021-12-31.

New Purchase: Vanguard Total Stock Market ETF (VTI)

Barry Investment Advisors, LLC initiated holding in Vanguard Total Stock Market ETF. The purchase prices were between $220.94 and $242.96, with an estimated average price of $235.47. The stock is now traded at around $218.690000. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,036 shares as of 2021-12-31.

Added: SPDR ICE Preferred Securities ETF (PSK)

Barry Investment Advisors, LLC added to a holding in SPDR ICE Preferred Securities ETF by 2499.98%. The purchase prices were between $41.56 and $42.97, with an estimated average price of $42.27. The stock is now traded at around $39.170000. The impact to a portfolio due to this purchase was 3.01%. The holding were 276,924 shares as of 2021-12-31.

Added: Vanguard Total World Stock ETF (VT)

Barry Investment Advisors, LLC added to a holding in Vanguard Total World Stock ETF by 827.08%. The purchase prices were between $100.69 and $108.41, with an estimated average price of $105.63. The stock is now traded at around $100.040000. The impact to a portfolio due to this purchase was 2.81%. The holding were 111,333 shares as of 2021-12-31.

Added: Vanguard Long-Term Government Bond ETF (VGLT)

Barry Investment Advisors, LLC added to a holding in Vanguard Long-Term Government Bond ETF by 45.33%. The purchase prices were between $85.48 and $92.49, with an estimated average price of $88.74. The stock is now traded at around $83.600000. The impact to a portfolio due to this purchase was 0.43%. The holding were 58,146 shares as of 2021-12-31.

Added: WisdomTree Japan SmallCap Dividend Fund (DFJ)

Barry Investment Advisors, LLC added to a holding in WisdomTree Japan SmallCap Dividend Fund by 46.50%. The purchase prices were between $68.59 and $74.76, with an estimated average price of $72.48. The stock is now traded at around $70.529900. The impact to a portfolio due to this purchase was 0.16%. The holding were 26,398 shares as of 2021-12-31.

Added: VanEck Gold Miners ETF (GDX)

Barry Investment Advisors, LLC added to a holding in VanEck Gold Miners ETF by 48.38%. The purchase prices were between $29.16 and $34.3, with an estimated average price of $31.49. The stock is now traded at around $34.430000. The impact to a portfolio due to this purchase was 0.16%. The holding were 57,145 shares as of 2021-12-31.

Added: Corning Inc (GLW)

Barry Investment Advisors, LLC added to a holding in Corning Inc by 168.40%. The purchase prices were between $35.39 and $39.43, with an estimated average price of $37.47. The stock is now traded at around $41.520000. The impact to a portfolio due to this purchase was 0.11%. The holding were 18,426 shares as of 2021-12-31.

Sold Out: Insperity Inc (NSP)

Barry Investment Advisors, LLC sold out a holding in Insperity Inc. The sale prices were between $109.1 and $129.2, with an estimated average price of $118.17.

Sold Out: KraneShares MSCI One Belt One Road Index ETF (OBOR)

Barry Investment Advisors, LLC sold out a holding in KraneShares MSCI One Belt One Road Index ETF. The sale prices were between $29.38 and $31.29, with an estimated average price of $30.3.

Sold Out: Sylvamo Corp (SLVM)

Barry Investment Advisors, LLC sold out a holding in Sylvamo Corp. The sale prices were between $24.8 and $33.1, with an estimated average price of $29.08.



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