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Alhambra Investment Partners LLC Buys VanEck Short Muni ETF, Vanguard Short-Term Bond ETF, ...

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Investment company Alhambra Investment Partners LLC (Current Portfolio) buys VanEck Short Muni ETF, Vanguard Short-Term Bond ETF, Vanguard Tax-Exempt Bond ETF, iShares Short-Term National Muni Bond ETF, iShares National Muni Bond ETF, sells Invesco BulletShares 2021 Corporate Bond ETF, iShares 0-5 Year Investment Grade Corporate Bond E, W.P. Carey Inc, Leidos Holdings Inc, iShares S&P GSCI Commodity-Indexed Trust during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Alhambra Investment Partners LLC. As of 2021Q4, Alhambra Investment Partners LLC owns 152 stocks with a total value of $143 million. These are the details of the buys and sells.

  • New Purchases: MUB, ERIC, KLAC, NOK, MDLZ, DON, AEP, EFG, EXPR,

  • Added Positions: SMB, BSV, VTEB, SUB, IAU, IEI, DVY, BIIB, IWM, GRMN, BMY, EFV, IYR, IWN, SCZ, IGSB, IVE, IBB, AGG, VIAC, VXX, PDBC, MRK, GE, CHWY, ACWI, KMI, XOM, EFA, XLF, GLD, RWO, AMZN, BWZ, DIS, HACK, ET,

  • Reduced Positions: TDS, RWX, SLQD, GSG, TGT, DGRO, PYPL, FLDR, BSCO, IJR, NKE, JPST, COST, TIP, AAPL, MSFT, ACN, FB, HD, CI, UNH, ORCL, BSCM, AXP, ABBV, SBUX, NOC, WMT, YUM, ABT, ADBE, CSCO, JPM, CVS, VZ, AMGN, CSX, INTC, BSCN, SHY, RTX, PLD, IVV, JNJ, SONY, QCOM, SPY, DJP, TMO, V,

  • Sold Out: BSCL, WPC, LDOS,


For the details of Alhambra Investment Partners LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/alhambra+investment+partners+llc/current-portfolio/portfolio

These are the top 5 holdings of Alhambra Investment Partners LLC

  1. Apple Inc (AAPL) - 64,231 shares, 7.97% of the total portfolio. Shares reduced by 1.04%

  2. iShares 3-7 Year Treasury Bond ETF (IEI) - 81,192 shares, 7.30% of the total portfolio. Shares added by 2.31%

  3. iShares U.S. Real Estate ETF (IYR) - 34,111 shares, 2.77% of the total portfolio. Shares added by 3.10%

  4. Costco Wholesale Corp (COST) - 6,761 shares, 2.68% of the total portfolio. Shares reduced by 2.79%

  5. iShares Gold Trust (IAU) - 108,446 shares, 2.64% of the total portfolio. Shares added by 9.17%

New Purchase: iShares National Muni Bond ETF (MUB)

Alhambra Investment Partners LLC initiated holding in iShares National Muni Bond ETF. The purchase prices were between $114.9 and $116.5, with an estimated average price of $115.82. The stock is now traded at around $114.690000. The impact to a portfolio due to this purchase was 0.22%. The holding were 2,760 shares as of 2021-12-31.

New Purchase: Telefonaktiebolaget L M Ericsson (ERIC)

Alhambra Investment Partners LLC initiated holding in Telefonaktiebolaget L M Ericsson. The purchase prices were between $10 and $12.21, with an estimated average price of $10.92. The stock is now traded at around $11.010000. The impact to a portfolio due to this purchase was 0.17%. The holding were 21,954 shares as of 2021-12-31.

New Purchase: KLA Corp (KLAC)

Alhambra Investment Partners LLC initiated holding in KLA Corp. The purchase prices were between $319.55 and $440.17, with an estimated average price of $387.65. The stock is now traded at around $373.030000. The impact to a portfolio due to this purchase was 0.16%. The holding were 540 shares as of 2021-12-31.

New Purchase: Nokia Oyj (NOK)

Alhambra Investment Partners LLC initiated holding in Nokia Oyj. The purchase prices were between $5.47 and $6.34, with an estimated average price of $5.84. The stock is now traded at around $5.510000. The impact to a portfolio due to this purchase was 0.16%. The holding were 37,364 shares as of 2021-12-31.

New Purchase: WisdomTree U.S. MidCap Dividend Fund (DON)

Alhambra Investment Partners LLC initiated holding in WisdomTree U.S. MidCap Dividend Fund. The purchase prices were between $41.58 and $44.86, with an estimated average price of $43.43. The stock is now traded at around $42.540000. The impact to a portfolio due to this purchase was 0.15%. The holding were 4,756 shares as of 2021-12-31.

New Purchase: Mondelez International Inc (MDLZ)

Alhambra Investment Partners LLC initiated holding in Mondelez International Inc. The purchase prices were between $58.07 and $66.37, with an estimated average price of $61.81. The stock is now traded at around $68.360000. The impact to a portfolio due to this purchase was 0.15%. The holding were 3,177 shares as of 2021-12-31.

Added: VanEck Short Muni ETF (SMB)

Alhambra Investment Partners LLC added to a holding in VanEck Short Muni ETF by 86.25%. The purchase prices were between $17.83 and $17.92, with an estimated average price of $17.88. The stock is now traded at around $17.730000. The impact to a portfolio due to this purchase was 0.33%. The holding were 57,228 shares as of 2021-12-31.

Added: Vanguard Short-Term Bond ETF (BSV)

Alhambra Investment Partners LLC added to a holding in Vanguard Short-Term Bond ETF by 42.64%. The purchase prices were between $80.65 and $81.49, with an estimated average price of $80.98. The stock is now traded at around $80.240000. The impact to a portfolio due to this purchase was 0.28%. The holding were 16,617 shares as of 2021-12-31.

Added: Vanguard Tax-Exempt Bond ETF (VTEB)

Alhambra Investment Partners LLC added to a holding in Vanguard Tax-Exempt Bond ETF by 47.73%. The purchase prices were between $54.29 and $54.97, with an estimated average price of $54.67. The stock is now traded at around $54.100000. The impact to a portfolio due to this purchase was 0.26%. The holding were 21,267 shares as of 2021-12-31.

Added: iShares Short-Term National Muni Bond ETF (SUB)

Alhambra Investment Partners LLC added to a holding in iShares Short-Term National Muni Bond ETF by 32.07%. The purchase prices were between $107.19 and $107.42, with an estimated average price of $107.31. The stock is now traded at around $106.590000. The impact to a portfolio due to this purchase was 0.25%. The holding were 13,889 shares as of 2021-12-31.

Added: Biogen Inc (BIIB)

Alhambra Investment Partners LLC added to a holding in Biogen Inc by 28.17%. The purchase prices were between $223.92 and $287.77, with an estimated average price of $256.27. The stock is now traded at around $220.520000. The impact to a portfolio due to this purchase was 0.15%. The holding were 4,013 shares as of 2021-12-31.

Added: iShares 1-3 Year Credit Bond ETF (IGSB)

Alhambra Investment Partners LLC added to a holding in iShares 1-3 Year Credit Bond ETF by 25.74%. The purchase prices were between $53.7 and $54.33, with an estimated average price of $53.95. The stock is now traded at around $53.430000. The impact to a portfolio due to this purchase was 0.08%. The holding were 10,689 shares as of 2021-12-31.

Sold Out: Invesco BulletShares 2021 Corporate Bond ETF (BSCL)

Alhambra Investment Partners LLC sold out a holding in Invesco BulletShares 2021 Corporate Bond ETF. The sale prices were between $21.04 and $21.09, with an estimated average price of $21.07.

Sold Out: W.P. Carey Inc (WPC)

Alhambra Investment Partners LLC sold out a holding in W.P. Carey Inc. The sale prices were between $74.33 and $83.05, with an estimated average price of $78.27.

Sold Out: Leidos Holdings Inc (LDOS)

Alhambra Investment Partners LLC sold out a holding in Leidos Holdings Inc. The sale prices were between $84.44 and $102.04, with an estimated average price of $93.47.



Here is the complete portfolio of Alhambra Investment Partners LLC. Also check out:

1. Alhambra Investment Partners LLC's Undervalued Stocks

2. Alhambra Investment Partners LLC's Top Growth Companies, and

3. Alhambra Investment Partners LLC's High Yield stocks

4. Stocks that Alhambra Investment Partners LLC keeps buyingThis article first appeared on GuruFocus.