Iron Financial, 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.
630 Dundee Road, Suite 200 Northbrook, IL 60062
As of the latest 13F report, the guru’s equity portfolio contained 97 stocks valued at a total of $174.00Mil. The top holdings were SPSB(8.39%), HTRB(7.74%), and CME(7.26%).
According to GuruFocus data, these were Iron Financial, LLC’s top five trades of the quarter.
Invesco BulletShares 2022 Corporate Bond ETF
The guru sold out of their 221,997-share investment in NAS:BSCM. Previously, the stock had a 2.58% weight in the equity portfolio. Shares traded for an average price of $21.21 during the quarter.
On 02/17/2023, Invesco BulletShares 2022 Corporate Bond ETF traded for a price of $21.16 per share and a market cap of $1.44Bil. The stock has returned -0.70% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Invesco BulletShares 2022 USD Emerging Markets Deb
The guru sold out of their 96,994-share investment in NAS:BSBE. Previously, the stock had a 1.27% weight in the equity portfolio. Shares traded for an average price of $23.91 during the quarter.
On 02/17/2023, Invesco BulletShares 2022 USD Emerging Markets Deb traded for a price of $23.815 per share and a market cap of $16.67Mil. The stock has returned -6.39% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Hartford Total Return Bond ETF
Iron Financial, LLC reduced their investment in ARCA:HTRB by 64,476 shares. The trade had a 1.15% impact on the equity portfolio. During the quarter, the stock traded for an average price of $32.56.
On 02/17/2023, Hartford Total Return Bond ETF traded for a price of $33.53 per share and a market cap of $999.19Mil. The stock has returned -9.21% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
SPDR Portfolio Short Term Corporate Bond ETF
Iron Financial, LLC reduced their investment in ARCA:SPSB by 60,378 shares. The trade had a 0.97% impact on the equity portfolio. During the quarter, the stock traded for an average price of $29.05.
On 02/17/2023, SPDR Portfolio Short Term Corporate Bond ETF traded for a price of $29.47 per share and a market cap of $7.88Bil. The stock has returned -1.34% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Schwab US Dividend Equity ETF
The guru established a new position worth 21,570 shares in ARCA:SCHD, giving the stock a 0.9399999999999999% weight in the equity portfolio. Shares traded for an average price of $73.56 during the quarter.
On 02/17/2023, Schwab US Dividend Equity ETF traded for a price of $76.69499999999999 per share and a market cap of $47.58Bil. The stock has returned 2.59% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Schwab US Dividend Equity ETF has a price-earnings ratio of 14.87 and a price-book ratio of 3.68.
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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