Axiom Financial Strategies, LLC Buys 2, Sells 3 in 1st Quarter

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Jun 16, 2022
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Axiom Financial Strategies, 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.

101 WEST SPRING ST, 5TH FLOOR NEW ALBANY, IN 47150

As of the latest 13F report, the guru’s equity portfolio contained 76 stocks valued at a total of $198.00Mil. The top holdings were VO(12.54%), WSBC(10.61%), and TIP(6.94%).

According to GuruFocus data, these were Axiom Financial Strategies, LLC’s top five trades of the quarter.

iShares TIPS Bond ETF


The guru established a new position worth 115,257 shares in ARCA:TIP, giving the stock a 6.94% weight in the equity portfolio. Shares traded for an average price of $122.31 during the quarter.

On 06/16/2022, iShares TIPS Bond ETF traded for a price of $114.67 per share and a market cap of $30.30Bil. The stock has returned -4.22% over the past year.

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

Vanguard Intermediate-Term Bond ETF


The guru sold out of their 117,062-share investment in ARCA:BIV. Previously, the stock had a 4.66% weight in the equity portfolio. Shares traded for an average price of $83.84 during the quarter.

On 06/16/2022, Vanguard Intermediate-Term Bond ETF traded for a price of $76.56 per share and a market cap of $12.09Bil. The stock has returned -12.57% over the past year.

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

GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF


The guru established a new position worth 129,641 shares in ARCA:COMB, giving the stock a 2.15% weight in the equity portfolio. Shares traded for an average price of $29.39 during the quarter.

On 06/16/2022, GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF traded for a price of $33.62 per share and a market cap of $408.48Mil. The stock has returned 38.16% over the past year.

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

Vanguard FTSE Emerging Markets ETF


Axiom Financial Strategies, LLC reduced their investment in ARCA:VWO by 55,927 shares. The trade had a 1.26% impact on the equity portfolio. During the quarter, the stock traded for an average price of $47.99.

On 06/16/2022, Vanguard FTSE Emerging Markets ETF traded for a price of $41.27 per share and a market cap of $70.67Bil. The stock has returned -19.70% over the past year.

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

In terms of valuation, Vanguard FTSE Emerging Markets ETF has a price-earnings ratio of 11.71 and a price-book ratio of 1.69.

Invesco Optimum Yield Diversified Commodity


The guru sold out of their 116,429-share investment in NAS:PDBC. Previously, the stock had a 0.74% weight in the equity portfolio. Shares traded for an average price of $16.11 during the quarter.

On 06/16/2022, Invesco Optimum Yield Diversified Commodity traded for a price of $20.12 per share and a market cap of $9.83Bil. The stock has returned 55.12% 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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