Boston Standard Wealth Management, LLC Buys SPDR Nuveen Bloomberg Barclays Short Term Municipa, iShares Core Growth Allocation, Sells SPDR Bloomberg Barclays Investment Grade Floating , iShares MSCI KLD 400 Social, iShares Core Aggressive Allocation

Apr 11, 2019

Winchester, MA, based Investment company Boston Standard Wealth Management, LLC buys SPDR Nuveen Bloomberg Barclays Short Term Municipa, iShares Core Growth Allocation, sells SPDR Bloomberg Barclays Investment Grade Floating , iShares MSCI KLD 400 Social, iShares Core Aggressive Allocation, Vanguard Total Bond Market ETF during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Boston Standard Wealth Management, LLC. As of 2019Q1, Boston Standard Wealth Management, LLC owns 27 stocks with a total value of $181 million. These are the details of the buys and sells.

New Purchases: AOR,
Added Positions: SPTM, SHM, SPDW, IAGG, MUB, SPSM, SPEM, VXF, WOOD, GWX, VSS, VWO, AOM,
Reduced Positions: FLRN, DSI, AOA, DJP, BNDX, PRFZ, VT,
Sold Out: BND,

For the details of Boston Standard Wealth Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/boston+standard+wealth+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Boston Standard Wealth Management, LLC

SPDR Portfolio Total Stock Market (SPTM) - 1,643,502 shares, 32.24% of the total portfolio. Shares added by 3.47%
SPDR Portfolio Aggregate Bond (SPAB) - 772,781 shares, 12.08% of the total portfolio. Shares added by 0.97%
SPDR Portfolio Developed World ex-US (SPDW) - 654,763 shares, 10.68% of the total portfolio. Shares added by 3.42%
Vanguard Total Stock Market (VTI) - 105,803 shares, 8.54% of the total portfolio. Shares added by 0.16%
iShares International Aggregate Bond Fund (IAGG) - 270,819 shares, 7.94% of the total portfolio. Shares added by 2.48%

New Purchase: iShares Core Growth Allocation (AOR)

Boston Standard Wealth Management, LLC initiated holding in iShares Core Growth Allocation. The purchase prices were between $40.86 and $44.9, with an estimated average price of $43.42. The stock is now traded at around $45.05. The impact to a portfolio due to this purchase was 0.12%. The holding were 4,785 shares as of .

Added: SPDR Nuveen Bloomberg Barclays Short Term Municipa (SHM)

Boston Standard Wealth Management, LLC added to a holding in SPDR Nuveen Bloomberg Barclays Short Term Municipa by 992.36%. The purchase prices were between $48.05 and $48.57, with an estimated average price of $48.29. The stock is now traded at around $48.42. The impact to a portfolio due to this purchase was 0.72%. The holding were 297,778 shares as of .

Sold Out: Vanguard Total Bond Market ETF (BND)

Boston Standard Wealth Management, LLC sold out a holding in Vanguard Total Bond Market ETF. The sale prices were between $79.15 and $81.24, with an estimated average price of $79.84.

Here is the complete portfolio of Boston Standard Wealth Management, LLC. Also check out:

1. Boston Standard Wealth Management, LLC's Undervalued Stocks
2. Boston Standard Wealth Management, LLC's Top Growth Companies, and
3. Boston Standard Wealth Management, LLC's High Yield stocks
4. Stocks that Boston Standard Wealth Management, LLC keeps buying

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