INSIGHT 2811, INC. recently filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.
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.
755 W. BIG BEAVER TROY, MI 48084
As of the latest 13F report, the guru’s equity portfolio contained 83 stocks valued at a total of $153.00Mil. The top holdings were SHY(29.68%), VGSH(27.35%), and IWD(7.12%).
According to GuruFocus data, these were INSIGHT 2811, INC.’s top five trades of the quarter.
SPDR Bloomberg 1-3 Month T-Bill ETF
During the quarter, INSIGHT 2811, INC. bought 30,102 shares of ARCA:BIL for a total holding of 54,293. The trade had a 1.8% impact on the equity portfolio. During the quarter, the stock traded for an average price of $91.27.
On 08/10/2022, SPDR Bloomberg 1-3 Month T-Bill ETF traded for a price of $91.43 per share and a market cap of $17.53Bil. The stock has returned 0.19% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares 1-3 Year Treasury Bond ETF
INSIGHT 2811, INC. reduced their investment in NAS:SHY by 24,213 shares. The trade had a 1.2% impact on the equity portfolio. During the quarter, the stock traded for an average price of $82.83.
On 08/10/2022, iShares 1-3 Year Treasury Bond ETF traded for a price of $82.55 per share and a market cap of $25.93Bil. The stock has returned -3.75% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Vanguard Short-Term Government Bond ETF
INSIGHT 2811, INC. reduced their investment in NAS:VGSH by 26,680 shares. The trade had a 0.94% impact on the equity portfolio. During the quarter, the stock traded for an average price of $58.9.
On 08/10/2022, Vanguard Short-Term Government Bond ETF traded for a price of $58.71 per share and a market cap of $14.62Bil. The stock has returned -3.75% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares U.S. Real Estate ETF
The guru sold out of their 11,898-share investment in ARCA:IYR. Previously, the stock had a 0.76% weight in the equity portfolio. Shares traded for an average price of $99.56 during the quarter.
On 08/10/2022, iShares U.S. Real Estate ETF traded for a price of $101.42 per share and a market cap of $4.39Bil. The stock has returned -1.79% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares U.S. Real Estate ETF has a price-earnings ratio of 25.77 and a price-book ratio of 2.66.
Alerian MLP ETF
The guru sold out of their 26,487-share investment in ARCA:AMLP. Previously, the stock had a 0.6% weight in the equity portfolio. Shares traded for an average price of $38.03 during the quarter.
On 08/10/2022, Alerian MLP ETF traded for a price of $38.83 per share and a market cap of $6.52Bil. The stock has returned 26.81% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Alerian MLP ETF has a price-earnings ratio of 13.64 and a price-book ratio of 1.52.
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.
Want to provide feedback on this article? Have questions or concerns? Get in touch with us here, or email us at [email protected]!
This article is general in nature and does not represent the opinions of GuruFocus or any of its affiliates. This article is not intended to be financial advice, nor does it constitute investment advice or recommendations. It was written without regard to your individual situation or financial goals. We aim to bring you fundamental, data-driven analysis, The information on this site is in no way guaranteed for completeness, accuracy or in any other way.
