Walkner Condon Financial Advisors LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
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.
3418 MONROE STREET MADISON, WI 53711
As of the latest 13F report, the guru’s equity portfolio contained 230 stocks valued at a total of $334.00Mil. The top holdings were LMBS(5.27%), SPLG(3.91%), and SPDW(3.43%).
According to GuruFocus data, these were Walkner Condon Financial Advisors LLC’s top five trades of the quarter.
JPMorgan Ultra-Short Municipal Income ETF
The guru established a new position worth 30,946 shares in BATS:JMST, giving the stock a 0.47% weight in the equity portfolio. Shares traded for an average price of $50.35 during the quarter.
On 01/26/2023, JPMorgan Ultra-Short Municipal Income ETF traded for a price of $50.7307 per share and a market cap of $2.63Bil. The stock has returned 0.71% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Invesco Ultra Short Duration ETF
The guru sold out of their 26,229-share investment in ARCA:GSY. Previously, the stock had a 0.42% weight in the equity portfolio. Shares traded for an average price of $49.11 during the quarter.
On 01/26/2023, Invesco Ultra Short Duration ETF traded for a price of $49.6246 per share and a market cap of $2.13Bil. The stock has returned 0.57% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
JPMorgan Ultra-Short Income ETF
During the quarter, Walkner Condon Financial Advisors LLC bought 27,616 shares of ARCA:JPST for a total holding of 131,598. The trade had a 0.41% impact on the equity portfolio. During the quarter, the stock traded for an average price of $49.92.
On 01/26/2023, JPMorgan Ultra-Short Income ETF traded for a price of $50.355 per share and a market cap of $24.41Bil. The stock has returned 1.39% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Schwab Short-Term U.S. Treasury ETF
The guru established a new position worth 26,190 shares in ARCA:SCHO, giving the stock a 0.38% weight in the equity portfolio. Shares traded for an average price of $48.03 during the quarter.
On 01/26/2023, Schwab Short-Term U.S. Treasury ETF traded for a price of $48.595 per share and a market cap of $12.81Bil. The stock has returned -2.52% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares National Muni Bond ETF
Walkner Condon Financial Advisors LLC reduced their investment in ARCA:MUB by 10,588 shares. The trade had a 0.35% impact on the equity portfolio. During the quarter, the stock traded for an average price of $104.02.
On 01/26/2023, iShares National Muni Bond ETF traded for a price of $108.18 per share and a market cap of $32.85Bil. The stock has returned -3.26% 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.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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