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Money Matters Financial Group Inc Buys iShares iBoxx $ Investment Grade Corporate Bond, iShares Edge MSCI USA Momentum Factor, Schwab Short-Term U.S. Treasury, Sells Schwab Emerging Markets Equity

Investment company Money Matters Financial Group Inc buys iShares iBoxx $ Investment Grade Corporate Bond, iShares Edge MSCI USA Momentum Factor, Schwab Short-Term U.S. Treasury, Bristol-Myers Squibb Company, Lexington Realty Trust, Schwab U.S. REIT, sells Schwab Emerging Markets Equity during the 3-months ended 2017-09-30, according to the most recent filings of the investment company, Money Matters Financial Group Inc. As of 2017-09-30, Money Matters Financial Group Inc owns 45 stocks with a total value of $152 million. These are the details of the buys and sells.

For the details of Money Matters Financial Group Inc's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Money+Matters+Financial+Group+Inc

These are the top 5 holdings of Money Matters Financial Group Inc
  1. SPDR Select Sector Fund - Technology (XLK) - 439,842 shares, 17.07% of the total portfolio. Shares added by 0.20%
  2. SPDR Select Sector Fund - Financial (XLF) - 881,111 shares, 14.96% of the total portfolio. Shares reduced by 0.42%
  3. SPDR Select Sector Fund - Health Care (XLV) - 170,198 shares, 9.13% of the total portfolio. Shares added by 0.48%
  4. iShares MSCI EAFE (EFA) - 160,670 shares, 7.22% of the total portfolio.
  5. SPDR Select Sector Fund - Industrial (XLI) - 154,458 shares, 7.2% of the total portfolio. Shares added by 0.32%
New Purchase: iShares Edge MSCI USA Momentum Factor (MTUM)

Money Matters Financial Group Inc initiated holdings in iShares Edge MSCI USA Momentum Factor. The purchase prices were between $88.89 and $95.68, with an estimated average price of $92.47. The stock is now traded at around $92.60. The impact to the portfolio due to this purchase was 0.56%. The holdings were 8,915 shares as of 2017-09-30.

New Purchase: Bristol-Myers Squibb Company (BMY)

Money Matters Financial Group Inc initiated holdings in Bristol-Myers Squibb Company. The purchase prices were between $54.24 and $63.74, with an estimated average price of $58.38. The stock is now traded at around $65.33. The impact to the portfolio due to this purchase was 0.01%. The holdings were 169 shares as of 2017-09-30.

New Purchase: Lexington Realty Trust (LXP)

Money Matters Financial Group Inc initiated holdings in Lexington Realty Trust. The purchase prices were between $9.66 and $10.39, with an estimated average price of $9.99. The stock is now traded at around $10.58. The impact to the portfolio due to this purchase was less than 0.01%. The holdings were 84 shares as of 2017-09-30.

New Purchase: Schwab U.S. REIT (SCHH)

Money Matters Financial Group Inc initiated holdings in Schwab U.S. REIT. The purchase prices were between $40.12 and $42.09, with an estimated average price of $41.21. The stock is now traded at around $41.85. The impact to the portfolio due to this purchase was less than 0.01%. The holdings were 1 shares as of 2017-09-30.

Added: iShares iBoxx $ Investment Grade Corporate Bond (LQD)

Money Matters Financial Group Inc added to the holdings in iShares iBoxx $ Investment Grade Corporate Bond by 344.46%. The purchase prices were between $119.72 and $121.61, with an estimated average price of $120.83. The stock is now traded at around $121.06. The impact to the portfolio due to this purchase was 0.62%. The holdings were 10,076 shares as of 2017-09-30.

Added: Schwab Short-Term U.S. Treasury (SCHO)

Money Matters Financial Group Inc added to the holdings in Schwab Short-Term U.S. Treasury by 400.40%. The purchase prices were between $50.35 and $50.56, with an estimated average price of $50.46. The stock is now traded at around $50.32. The impact to the portfolio due to this purchase was 0.14%. The holdings were 4,999 shares as of 2017-09-30.

Sold Out: Schwab Emerging Markets Equity (SCHE)

Money Matters Financial Group Inc sold out the holdings in Schwab Emerging Markets Equity. The sale prices were between $24.73 and $27.51, with an estimated average price of $26.46.



Here is the complete portfolio of Money Matters Financial Group Inc. Also check out:

1. Money Matters Financial Group Inc's Undervalued Stocks
2. Money Matters Financial Group Inc's Top Growth Companies, and
3. Money Matters Financial Group Inc's High Yield stocks
4. Stocks that Money Matters Financial Group Inc keeps buying

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