IFS 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.
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As of the latest 13F report, the guru’s equity portfolio contained 131 stocks valued at a total of $58.00Mil. The top holdings were
According to GuruFocus data, these were IFS Advisors, LLC’s top five trades of the quarter.
Vanguard Short-Term Government Bond ETF
During the quarter, IFS Advisors, LLC bought 14,751 shares of NAS:VGSH for a total holding of 252,127. The trade had a 1.48% impact on the equity portfolio. During the quarter, the stock traded for an average price of $57.57.
On 01/28/2023, Vanguard Short-Term Government Bond ETF traded for a price of $58.22 per share and a market cap of $18.93Bil. The stock has returned -2.48% 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
During the quarter, IFS Advisors, LLC bought 15,389 shares of ARCA:SCHO for a total holding of 372,342. The trade had a 1.28% impact on the equity portfolio. During the quarter, the stock traded for an average price of $48.03.
On 01/28/2023, Schwab Short-Term U.S. Treasury ETF traded for a price of $48.57 per share and a market cap of $12.79Bil. The stock has returned -2.50% 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
IFS Advisors, LLC reduced their investment in NAS:SHY by 1,955 shares. The trade had a 0.29% impact on the equity portfolio. During the quarter, the stock traded for an average price of $80.83.
On 01/28/2023, iShares 1-3 Year Treasury Bond ETF traded for a price of $81.73 per share and a market cap of $27.70Bil. The stock has returned -2.51% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares Core S&P 500 ETF
IFS Advisors, LLC reduced their investment in ARCA:IVV by 301 shares. The trade had a 0.2% impact on the equity portfolio. During the quarter, the stock traded for an average price of $384.6.
On 01/28/2023, iShares Core S&P 500 ETF traded for a price of $407.57 per share and a market cap of $306.29Bil. The stock has returned -4.40% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Core S&P 500 ETF has a price-earnings ratio of 20.16 and a price-book ratio of 3.78.
Vanguard Tax-Exempt Bond ETF
The guru established a new position worth 1,282 shares in ARCA:VTEB, giving the stock a 0.11% weight in the equity portfolio. Shares traded for an average price of $48.69 during the quarter.
On 01/28/2023, Vanguard Tax-Exempt Bond ETF traded for a price of $50.76 per share and a market cap of $25.28Bil. The stock has returned -3.52% 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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