Wela Strategies, LLC Buys iShares iBoxx $ Investment Grade Corporate Bond, iShares iBoxx $ High Yield Corporate Bond, SPDR Bloomberg Barclays Intermediate Term Treasury, Sells Vanguard Short-Term Corporate Bond ETF, SPDR Bloomberg Barclays Short Term High

Investment company Wela Strategies, LLC buys iShares iBoxx $ Investment Grade Corporate Bond, iShares iBoxx $ High Yield Corporate Bond, SPDR Bloomberg Barclays Intermediate Term Treasury, iShares Core S&P 500, Vanguard Intermediate-Term Bond, Blackrock Core Bond Trust, Blackrock Duration Income Trust, Pioneer Floating Rate Trust, Vanguard Long-Term Bond, Norfolk Southern Corp, sells Vanguard Short-Term Corporate Bond ETF, SPDR Bloomberg Barclays Short Term High Yield Bond, iShares 1-3 Year Treasury Bond ETF, iShares Core S&P Mid-Cap, Vanguard Short-Term Bond, iShares Core S&P Small-Cap, First Trust Inter Dur Pref& Income Fund, Nuveen Floating Rate Income Fund, BlackRock Enhanced Equity Dividend Trust, iShares Core U.S. Aggregate Bond, Vanguard Extended Market during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Wela Strategies, LLC. As of 2019Q1, Wela Strategies, LLC owns 31 stocks with a total value of $149 million. These are the details of the buys and sells.

For the details of Wela Strategies, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/wela+strategies%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Wela Strategies, LLC
  1. iShares Core S&P 500 (IVV) - 126,618 shares, 24.21% of the total portfolio. Shares added by 21.58%
  2. iShares iBoxx $ Investment Grade Corporate Bond (LQD) - 131,052 shares, 10.48% of the total portfolio. New Position
  3. iShares iBoxx $ High Yield Corporate Bond (HYG) - 161,689 shares, 9.39% of the total portfolio. New Position
  4. iShares Core MSCI EAFE (IEFA) - 220,279 shares, 8.99% of the total portfolio. Shares added by 4.03%
  5. SPDR Bloomberg Barclays Intermediate Term Treasury (ITE) - 152,214 shares, 6.18% of the total portfolio. New Position
New Purchase: iShares iBoxx $ Investment Grade Corporate Bond (LQD)

Wela Strategies, LLC initiated holding in iShares iBoxx $ Investment Grade Corporate Bond. The purchase prices were between $112.82 and $119.15, with an estimated average price of $115.77. The stock is now traded at around $118.88. The impact to a portfolio due to this purchase was 10.48%. The holding were 131,052 shares as of .

New Purchase: iShares iBoxx $ High Yield Corporate Bond (HYG)

Wela Strategies, LLC initiated holding in iShares iBoxx $ High Yield Corporate Bond. The purchase prices were between $80.99 and $86.47, with an estimated average price of $84.85. The stock is now traded at around $86.83. The impact to a portfolio due to this purchase was 9.39%. The holding were 161,689 shares as of .

New Purchase: SPDR Bloomberg Barclays Intermediate Term Treasury (ITE)

Wela Strategies, LLC initiated holding in SPDR Bloomberg Barclays Intermediate Term Treasury. The purchase prices were between $59.15 and $60.51, with an estimated average price of $59.58. The stock is now traded at around $59.96. The impact to a portfolio due to this purchase was 6.18%. The holding were 152,214 shares as of .

New Purchase: Blackrock Core Bond Trust (BHK)

Wela Strategies, LLC initiated holding in Blackrock Core Bond Trust. The purchase prices were between $12.2 and $13.49, with an estimated average price of $12.95. The stock is now traded at around $13.39. The impact to a portfolio due to this purchase was 0.58%. The holding were 64,684 shares as of .

New Purchase: Blackrock Ltd Duration Income Trust (BLW)

Wela Strategies, LLC initiated holding in Blackrock Ltd Duration Income Trust. The purchase prices were between $13.37 and $14.84, with an estimated average price of $14.41. The stock is now traded at around $14.87. The impact to a portfolio due to this purchase was 0.55%. The holding were 55,537 shares as of .

New Purchase: Pioneer Floating Rate Trust (PHD)

Wela Strategies, LLC initiated holding in Pioneer Floating Rate Trust. The purchase prices were between $9.84 and $10.73, with an estimated average price of $10.4. The stock is now traded at around $10.67. The impact to a portfolio due to this purchase was 0.54%. The holding were 77,735 shares as of .

Added: iShares Core S&P 500 (IVV)

Wela Strategies, LLC added to a holding in iShares Core S&P 500 by 21.58%. The purchase prices were between $245.43 and $286.57, with an estimated average price of $273.1. The stock is now traded at around $294.84. The impact to a portfolio due to this purchase was 4.3%. The holding were 126,618 shares as of .

Added: Vanguard Intermediate-Term Bond (BIV)

Wela Strategies, LLC added to a holding in Vanguard Intermediate-Term Bond by 75.99%. The purchase prices were between $81.29 and $84.08, with an estimated average price of $82.29. The stock is now traded at around $83.41. The impact to a portfolio due to this purchase was 0.81%. The holding were 33,131 shares as of .

Added: Vanguard Long-Term Bond (BLV)

Wela Strategies, LLC added to a holding in Vanguard Long-Term Bond by 73.69%. The purchase prices were between $87.03 and $92.18, with an estimated average price of $88.64. The stock is now traded at around $90.64. The impact to a portfolio due to this purchase was 0.52%. The holding were 19,895 shares as of .

Sold Out: SPDR Bloomberg Barclays Short Term High Yield Bond (SJNK)

Wela Strategies, LLC sold out a holding in SPDR Bloomberg Barclays Short Term High Yield Bond. The sale prices were between $25.99 and $27.25, with an estimated average price of $26.92.

Sold Out: iShares 1-3 Year Treasury Bond ETF (SHY)

Wela Strategies, LLC sold out a holding in iShares 1-3 Year Treasury Bond ETF. The sale prices were between $83.51 and $84.18, with an estimated average price of $83.71.

Sold Out: First Trust Inter Dur Pref& Income Fund (FPF)

Wela Strategies, LLC sold out a holding in First Trust Inter Dur Pref& Income Fund. The sale prices were between $19.8 and $21.95, with an estimated average price of $21.18.

Sold Out: Nuveen Floating Rate Income Fund (JFR)

Wela Strategies, LLC sold out a holding in Nuveen Floating Rate Income Fund. The sale prices were between $9.23 and $10.12, with an estimated average price of $9.76.

Sold Out: BlackRock Enhanced Equity Dividend Trust (BDJ)

Wela Strategies, LLC sold out a holding in BlackRock Enhanced Equity Dividend Trust. The sale prices were between $7.77 and $8.71, with an estimated average price of $8.43.

Sold Out: iShares Core U.S. Aggregate Bond (AGG)

Wela Strategies, LLC sold out a holding in iShares Core U.S. Aggregate Bond. The sale prices were between $106.35 and $109.08, with an estimated average price of $107.2.



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