Boston Standard Wealth Management, LLC Buys SPDR Barclays Short Term Treasury ETF, iShares Core Growth Allocation ETF, Sells SPDR Nuveen Barclays Short Term Municipal Bond ETF, SPDR Barclays Investment Grade Floating Rate ETF, iPath Bloomberg Commodity In

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Oct 08, 2019
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Winchester, MA, based Investment company Boston Standard Wealth Management, LLC (Current Portfolio) buys SPDR Barclays Short Term Treasury ETF, iShares Core Growth Allocation ETF, sells SPDR Nuveen Barclays Short Term Municipal Bond ETF, SPDR Barclays Investment Grade Floating Rate ETF, iPath Bloomberg Commodity Index Total Return ETN d, iShares Core Moderate Allocation ETF during the 3-months ended 2019Q3, according to the most recent filings of the investment company, Boston Standard Wealth Management, LLC. As of 2019Q3, Boston Standard Wealth Management, LLC owns 24 stocks with a total value of $194 million. These are the details of the buys and sells.

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
  1. SPDR Russell 3000 ETF (SPTM) - 1,763,725 shares, 33.37% of the total portfolio. Shares added by 2.80%
  2. SPDR Barclays Aggregate Bond ETF (SPAB) - 854,083 shares, 13.04% of the total portfolio. Shares added by 3.51%
  3. SPDR Portfolio World ex- US ETF (SPDW) - 691,845 shares, 10.46% of the total portfolio. Shares added by 1.92%
  4. iShares International Aggregate Bond Fund (IAGG) - 294,180 shares, 8.45% of the total portfolio. Shares added by 4.71%
  5. Vanguard Total Stock Market ETF (VTI) - 107,451 shares, 8.35% of the total portfolio. Shares added by 0.16%
New Purchase: SPDR Barclays Short Term Treasury ETF (SPTS)

Boston Standard Wealth Management, LLC initiated holding in SPDR Barclays Short Term Treasury ETF. The purchase prices were between $29.82 and $30.11, with an estimated average price of $29.98. The stock is now traded at around $30.07. The impact to a portfolio due to this purchase was 5.35%. The holding were 345,994 shares as of .

Added: iShares Core Growth Allocation ETF (AOR)

Boston Standard Wealth Management, LLC added to a holding in iShares Core Growth Allocation ETF by 22.07%. The purchase prices were between $44.44 and $46.02, with an estimated average price of $45.46. The stock is now traded at around $45.42. The impact to a portfolio due to this purchase was 0.02%. The holding were 5,625 shares as of .

Sold Out: SPDR Nuveen Barclays Short Term Municipal Bond ETF (SHM)

Boston Standard Wealth Management, LLC sold out a holding in SPDR Nuveen Barclays Short Term Municipal Bond ETF. The sale prices were between $48.76 and $49.36, with an estimated average price of $49.1.

Sold Out: SPDR Barclays Investment Grade Floating Rate ETF (FLRN)

Boston Standard Wealth Management, LLC sold out a holding in SPDR Barclays Investment Grade Floating Rate ETF. The sale prices were between $30.44 and $30.7, with an estimated average price of $30.57.

Sold Out: iPath Bloomberg Commodity Index Total Return ETN d (DJP)

Boston Standard Wealth Management, LLC sold out a holding in iPath Bloomberg Commodity Index Total Return ETN d. The sale prices were between $21.13 and $22.84, with an estimated average price of $21.9.

Sold Out: iShares Core Moderate Allocation ETF (AOM)

Boston Standard Wealth Management, LLC sold out a holding in iShares Core Moderate Allocation ETF. The sale prices were between $38.12 and $39.11, with an estimated average price of $38.74.



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