Golden State Equity Partners 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.
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As of the latest 13F report, the guru’s equity portfolio contained 195 stocks valued at a total of $199,000,000. The top holdings were MSFT(4.37%), AAPL(4.02%), and FNX(2.85%).
According to GuruFocus data, these were Golden State Equity Partners’s top five trades of the quarter.
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
Golden State Equity Partners reduced their investment in ARCA:AGGY by 103,728 shares. The trade had a 2.71% impact on the equity portfolio. During the quarter, the stock traded for an average price of $49.19.
On 05/19/2022, WisdomTree Yield Enhanced U.S. Aggregate Bond Fund traded for a price of $45.495 per share and a market cap of $1,051,051,000. The stock has returned -10.24% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Hartford Total Return Bond ETF
Golden State Equity Partners reduced their investment in ARCA:HTRB by 130,677 shares. The trade had a 2.62% impact on the equity portfolio. During the quarter, the stock traded for an average price of $37.92.
On 05/19/2022, Hartford Total Return Bond ETF traded for a price of $35.0535 per share and a market cap of $1,017,874,000. The stock has returned -10.10% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares 20 Year Treasury Bond ETF
The guru sold out of their 29,003-share investment in NAS:TLT. Previously, the stock had a 2.17% weight in the equity portfolio. Shares traded for an average price of $137.31 during the quarter.
On 05/19/2022, iShares 20+ Year Treasury Bond ETF traded for a price of $117.36 per share and a market cap of $19,216,326,000. The stock has returned -12.94% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
First Trust TCW Opportunistic Fixed Income ETF
Golden State Equity Partners reduced their investment in NAS:FIXD by 67,370 shares. The trade had a 1.81% impact on the equity portfolio. During the quarter, the stock traded for an average price of $51.05.
On 05/19/2022, First Trust TCW Opportunistic Fixed Income ETF traded for a price of $47.25 per share and a market cap of $4,217,955,000. The stock has returned -9.98% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
SPDR DoubleLine Total Return Tactical ETF
Golden State Equity Partners reduced their investment in ARCA:TOTL by 75,163 shares. The trade had a 1.8% impact on the equity portfolio. During the quarter, the stock traded for an average price of $45.59.
On 05/19/2022, SPDR DoubleLine Total Return Tactical ETF traded for a price of $43.02 per share and a market cap of $2,350,990,000. The stock has returned -8.00% 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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