U.S. Markets open in 28 mins

Billeaud Capital Management, Inc. Buys iShares 20+ Year Treasury Bond ETF, Sells JM Smucker Co, ...

- By insider

Investment company Billeaud Capital Management, Inc. buys iShares 20+ Year Treasury Bond ETF, sells JM Smucker Co, Becton, Dickinson and Co, Nuveen AMT-Free Municipal Credit Income Fund during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Billeaud Capital Management, Inc.. As of 2019Q1, Billeaud Capital Management, Inc. owns 33 stocks with a total value of $132 million. These are the details of the buys and sells.

  • New Purchases: TLT,
  • Added Positions: NOBL, VTI,
  • Reduced Positions: BIV, XOM, PEP, BDX, SGOL, JNJ, ED, NVG, AMT, IBKC, AMD,
  • Sold Out: SJM,


For the details of Billeaud Capital Management, Inc.'s stock buys and sells,
go to https://www.gurufocus.com/guru/billeaud+capital+management%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Billeaud Capital Management, Inc.

  1. SPDR Gold Trust (GLD) - 239,457 shares, 22.05% of the total portfolio. Shares reduced by 0.56%
  2. ProShares S&P 500 Dividend Aristocrats (NOBL) - 413,673 shares, 21.16% of the total portfolio. Shares added by 1.78%
  3. Duke Energy Corp (DUK) - 68,585 shares, 4.66% of the total portfolio.
  4. Johnson & Johnson (JNJ) - 43,845 shares, 4.63% of the total portfolio. Shares reduced by 1.95%
  5. Atmos Energy Corp (ATO) - 49,715 shares, 3.86% of the total portfolio.

New Purchase: iShares 20+ Year Treasury Bond ETF (TLT)

Billeaud Capital Management, Inc. initiated holding in iShares 20+ Year Treasury Bond ETF. The purchase prices were between $118.66 and $126.56, with an estimated average price of $121.58. The stock is now traded at around $123.55. The impact to a portfolio due to this purchase was 0.55%. The holding were 5,715 shares as of .

Sold Out: JM Smucker Co (SJM)

Billeaud Capital Management, Inc. sold out a holding in JM Smucker Co. The sale prices were between $93.49 and $116.5, with an estimated average price of $104.33.



Here is the complete portfolio of Billeaud Capital Management, Inc.. Also check out:

1. Billeaud Capital Management, Inc.'s Undervalued Stocks

2. Billeaud Capital Management, Inc.'s Top Growth Companies, and

3. Billeaud Capital Management, Inc.'s High Yield stocks

4. Stocks that Billeaud Capital Management, Inc. keeps buyingThis article first appeared on GuruFocus.