Sensible Financial Planning & Management, LLC. Buys 3, Sells 2 in 1st Quarter

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May 19, 2022
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Sensible Financial Planning & Management, LLC. recently filed their 13F report for the first quarter of 2022, which ended on 2022-03-31.

The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.

203 CRESCENT ST WALTHAM, MA 02453

As of the latest 13F report, the guru’s equity portfolio contained 43 stocks valued at a total of $374,000,000. The top holdings were BNDX(19.57%), SCHZ(12.39%), and SCHP(11.78%).

According to GuruFocus data, these were Sensible Financial Planning & Management, LLC.’s top five trades of the quarter.

Schwab U.S. Tips ETF


During the quarter, Sensible Financial Planning & Management, LLC. bought 483,557 shares of ARCA:SCHP for a total holding of 725,861. The trade had a 7.85% impact on the equity portfolio. During the quarter, the stock traded for an average price of $60.55.

On 05/19/2022, Schwab U.S. Tips ETF traded for a price of $58.04 per share and a market cap of $16,277,977,000. The stock has returned -1.49% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

iShares U.S. Credit Bond ETF


The guru established a new position worth 522,754 shares in NAS:USIG, giving the stock a 7.69% weight in the equity portfolio. Shares traded for an average price of $56.42 during the quarter.

On 05/19/2022, iShares U.S. Credit Bond ETF traded for a price of $51.71 per share and a market cap of $6,536,085,000. The stock has returned -10.85% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

iShares MBS ETF


The guru established a new position worth 242,294 shares in NAS:MBB, giving the stock a 6.6% weight in the equity portfolio. Shares traded for an average price of $103.93 during the quarter.

On 05/19/2022, iShares MBS ETF traded for a price of $98.57 per share and a market cap of $21,289,899,000. The stock has returned -8.39% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

Schwab US Aggregate Bond ETF


Sensible Financial Planning & Management, LLC. reduced their investment in ARCA:SCHZ by 403,964 shares. The trade had a 6.19% impact on the equity portfolio. During the quarter, the stock traded for an average price of $51.64.

On 05/19/2022, Schwab US Aggregate Bond ETF traded for a price of $48.42 per share and a market cap of $7,697,985,000. The stock has returned -8.64% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

Vanguard Intermediate-Term Bond ETF


Sensible Financial Planning & Management, LLC. reduced their investment in ARCA:BIV by 237,937 shares. The trade had a 5.92% impact on the equity portfolio. During the quarter, the stock traded for an average price of $83.99.

On 05/19/2022, Vanguard Intermediate-Term Bond ETF traded for a price of $78.61 per share and a market cap of $12,569,324,000. The stock has returned -9.42% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.


Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.

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