Kb Financial Partners, Llc Buys ISHARES TRUST, PGIM Ultra Short Bond ETF, WisdomTree Japan Hedged Equity Fund, Sells iShares MSCI Japan ETF, Invesco S&P 500 Pure Growth ETF, ARK Innovation ETF

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Feb 19, 2022
Investment company Kb Financial Partners, Llc (Current Portfolio) buys ISHARES TRUST, PGIM Ultra Short Bond ETF, WisdomTree Japan Hedged Equity Fund, Alibaba Group Holding, BTC iShares MSCI EAFE Value ETF, sells iShares MSCI Japan ETF, Invesco S&P 500 Pure Growth ETF, ARK Innovation ETF, , iShares MSCI Global Min Vol Factor ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Kb Financial Partners, Llc. As of 2021Q4, Kb Financial Partners, Llc owns 678 stocks with a total value of $348 million. These are the details of the buys and sells.

For the details of KB FINANCIAL PARTNERS, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/kb+financial+partners%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of KB FINANCIAL PARTNERS, LLC
  1. Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC) - 555,495 shares, 15.17% of the total portfolio. Shares added by 10.38%
  2. ISHARES TRUST (MBB) - 309,706 shares, 9.55% of the total portfolio. Shares added by 45.67%
  3. iShares Core S&P 500 ETF (IVV) - 62,097 shares, 8.50% of the total portfolio. Shares added by 3.29%
  4. WisdomTree U.S. Dividend Growth Fund (DGRW) - 433,059 shares, 8.19% of the total portfolio. Shares added by 9.37%
  5. JPMorgan Ultra-Short Income ETF (JPST) - 530,283 shares, 7.68% of the total portfolio. Shares added by 15.32%
New Purchase: PGIM Ultra Short Bond ETF (PULS)

Kb Financial Partners, Llc initiated holding in PGIM Ultra Short Bond ETF. The purchase prices were between $49.41 and $49.46, with an estimated average price of $49.44. The stock is now traded at around $49.390000. The impact to a portfolio due to this purchase was 1.89%. The holding were 133,000 shares as of 2021-12-31.

New Purchase: WisdomTree Japan Hedged Equity Fund (DXJ)

Kb Financial Partners, Llc initiated holding in WisdomTree Japan Hedged Equity Fund. The purchase prices were between $58.67 and $63.05, with an estimated average price of $61.81. The stock is now traded at around $63.060000. The impact to a portfolio due to this purchase was 0.65%. The holding were 36,251 shares as of 2021-12-31.

New Purchase: Alibaba Group Holding Ltd (BABA)

Kb Financial Partners, Llc initiated holding in Alibaba Group Holding Ltd. The purchase prices were between $111.96 and $177.7, with an estimated average price of $145.1. The stock is now traded at around $118.990000. The impact to a portfolio due to this purchase was 0.29%. The holding were 8,407 shares as of 2021-12-31.

New Purchase: Comcast Corp (CMCSA)

Kb Financial Partners, 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 $46.640000. The impact to a portfolio due to this purchase was 0.21%. The holding were 14,197 shares as of 2021-12-31.

New Purchase: Gilead Sciences Inc (GILD)

Kb Financial Partners, Llc initiated holding in Gilead Sciences Inc. The purchase prices were between $64.88 and $73.64, with an estimated average price of $68.95. The stock is now traded at around $61.050000. The impact to a portfolio due to this purchase was 0.19%. The holding were 9,076 shares as of 2021-12-31.

New Purchase: Goldman Sachs Innovate Equity ETF (GINN)

Kb Financial Partners, Llc initiated holding in Goldman Sachs Innovate Equity ETF. The purchase prices were between $58.38 and $64.88, with an estimated average price of $61.6. The stock is now traded at around $52.730000. The impact to a portfolio due to this purchase was 0.18%. The holding were 10,283 shares as of 2021-12-31.

Added: ISHARES TRUST (MBB)

Kb Financial Partners, Llc added to a holding in ISHARES TRUST by 45.67%. The purchase prices were between $106.86 and $108.15, with an estimated average price of $107.47. The stock is now traded at around $104.080000. The impact to a portfolio due to this purchase was 2.99%. The holding were 309,706 shares as of 2021-12-31.

Added: BTC iShares MSCI EAFE Value ETF (EFV)

Kb Financial Partners, Llc added to a holding in BTC iShares MSCI EAFE Value ETF by 178.38%. The purchase prices were between $47.67 and $51.35, with an estimated average price of $50.11. The stock is now traded at around $52.190000. The impact to a portfolio due to this purchase was 0.22%. The holding were 24,021 shares as of 2021-12-31.

Added: Canadian Pacific Railway Ltd (CP)

Kb Financial Partners, Llc added to a holding in Canadian Pacific Railway Ltd by 46.68%. The purchase prices were between $66.43 and $77.89, with an estimated average price of $73.15. The stock is now traded at around $72.360000. The impact to a portfolio due to this purchase was 0.14%. The holding were 21,396 shares as of 2021-12-31.

Added: Charter Communications Inc (CHTR)

Kb Financial Partners, Llc added to a holding in Charter Communications Inc by 81.37%. The purchase prices were between $605.55 and $747.79, with an estimated average price of $679.38. The stock is now traded at around $596.830000. The impact to a portfolio due to this purchase was 0.13%. The holding were 1,480 shares as of 2021-12-31.

Added: Charles Schwab Corp (SCHW)

Kb Financial Partners, Llc added to a holding in Charles Schwab Corp by 65.43%. The purchase prices were between $73.23 and $85.82, with an estimated average price of $81.09. The stock is now traded at around $85.610000. The impact to a portfolio due to this purchase was 0.13%. The holding were 13,294 shares as of 2021-12-31.

Added: PepsiCo Inc (PEP)

Kb Financial Partners, Llc added to a holding in PepsiCo Inc by 75.29%. The purchase prices were between $150.2 and $173.71, with an estimated average price of $163.63. The stock is now traded at around $167.710000. The impact to a portfolio due to this purchase was 0.1%. The holding were 4,647 shares as of 2021-12-31.



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