Bridge Advisory, LLC Buys Dimensional Short-Duration Fixed Income ETF, iShares 7-10 Year ...
Investment company Bridge Advisory, LLC (Current Portfolio) buys Dimensional Short-Duration Fixed Income ETF, iShares 7-10 Year Treasury Bond ETF, iShares Agency Bond ETF, Vanguard Total Bond Market ETF, Dimensional Core Fixed Income ETF, sells Invesco Dynamic Credit Opportunities Fund, iShares 3-7 Year Treasury Bond ETF, SPDR DoubleLine Total Return Tactical ETF, Pfizer Inc, Vanguard Intermediate-Term Corporate Bond ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Bridge Advisory, LLC. As of 2021Q4, Bridge Advisory, LLC owns 97 stocks with a total value of $221 million. These are the details of the buys and sells.
New Purchases: DFSD, DFCF, EEMA, PTY, LOW, FISV, ROK, DFAI, ACWI, EEM, IVW, ICF, V, MRK, MCD, SGDJ, USRT,
Added Positions: IEF, AGZ, BND, TIP, AGGY, MINT, HD, EDV, AAPL, AVIG, TLH, DFAU, TSLA, PDT, IAGG, JPM, JEPI, QQQX, GDXJ, VHT, BAC, ERH, CALF, RWJ, RTM, DNL, AMZN, TMFC, CIBR, MSFT, PDN, IVV, IJH, IEFA, IBB, NVDA, SPEM, CGW,
Reduced Positions: IEI, SHY, VMBS, TOTL, SPIP, ZROZ, LTPZ, SNAP, GDX, FIW, TIPX, XLU, ACWV, GOOG, EMQQ, XBI, ARCC, NEE,
Sold Out: VTA, PFE, VCIT, CMCSA,
For the details of Bridge Advisory, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/bridge+advisory%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Bridge Advisory, LLC
iShares TIPS Bond ETF (TIP) - 238,062 shares, 13.91% of the total portfolio. Shares added by 3.40%
iShares 3-7 Year Treasury Bond ETF (IEI) - 136,010 shares, 7.91% of the total portfolio. Shares reduced by 21.35%
iShares 1-3 Year Treasury Bond ETF (SHY) - 159,557 shares, 6.17% of the total portfolio. Shares reduced by 12.19%
SPDR Portfolio TIPS ETF (SPIP) - 401,149 shares, 5.71% of the total portfolio. Shares reduced by 1.86%
Vanguard Extended Duration Treasury ETF (EDV) - 80,923 shares, 5.12% of the total portfolio. Shares added by 4.21%
New Purchase: Dimensional Short-Duration Fixed Income ETF (DFSD)
Bridge Advisory, LLC initiated holding in Dimensional Short-Duration Fixed Income ETF. The purchase prices were between $49.88 and $50.08, with an estimated average price of $49.98. The stock is now traded at around $49.470000. The impact to a portfolio due to this purchase was 2.14%. The holding were 94,740 shares as of 2021-12-31.
New Purchase: Dimensional Core Fixed Income ETF (DFCF)
Bridge Advisory, LLC initiated holding in Dimensional Core Fixed Income ETF. The purchase prices were between $49.76 and $50.38, with an estimated average price of $50.14. The stock is now traded at around $48.890000. The impact to a portfolio due to this purchase was 0.44%. The holding were 19,325 shares as of 2021-12-31.
New Purchase: PIMCO Corporate & Income Opportunity Fds (PTY)
Bridge Advisory, LLC initiated holding in PIMCO Corporate & Income Opportunity Fds. The purchase prices were between $16.15 and $18.63, with an estimated average price of $17.77. The stock is now traded at around $16.130000. The impact to a portfolio due to this purchase was 0.27%. The holding were 36,682 shares as of 2021-12-31.
New Purchase: iShares MSCI Emerging Markets Asia Index Fund (EEMA)
Bridge Advisory, LLC initiated holding in iShares MSCI Emerging Markets Asia Index Fund. The purchase prices were between $79.69 and $86.36, with an estimated average price of $83.23. The stock is now traded at around $82.020000. The impact to a portfolio due to this purchase was 0.27%. The holding were 7,390 shares as of 2021-12-31.
New Purchase: Lowe's Companies Inc (LOW)
Bridge Advisory, LLC initiated holding in Lowe's Companies Inc. The purchase prices were between $204 and $261.38, with an estimated average price of $238.68. The stock is now traded at around $234.700000. The impact to a portfolio due to this purchase was 0.26%. The holding were 2,260 shares as of 2021-12-31.
New Purchase: Fiserv Inc (FISV)
Bridge Advisory, LLC initiated holding in Fiserv Inc. The purchase prices were between $95.55 and $111.29, with an estimated average price of $103.27. The stock is now traded at around $106.050000. The impact to a portfolio due to this purchase was 0.24%. The holding were 5,200 shares as of 2021-12-31.
Added: iShares 7-10 Year Treasury Bond ETF (IEF)
Bridge Advisory, LLC added to a holding in iShares 7-10 Year Treasury Bond ETF by 947.49%. The purchase prices were between $113.36 and $116.25, with an estimated average price of $114.77. The stock is now traded at around $112.000000. The impact to a portfolio due to this purchase was 1.65%. The holding were 35,049 shares as of 2021-12-31.
Added: iShares Agency Bond ETF (AGZ)
Bridge Advisory, LLC added to a holding in iShares Agency Bond ETF by 46.69%. The purchase prices were between $116.91 and $118.04, with an estimated average price of $117.45. The stock is now traded at around $116.050000. The impact to a portfolio due to this purchase was 0.88%. The holding were 52,241 shares as of 2021-12-31.
Added: Vanguard Total Bond Market ETF (BND)
Bridge Advisory, LLC added to a holding in Vanguard Total Bond Market ETF by 427.76%. The purchase prices were between $84.07 and $85.48, with an estimated average price of $84.79. The stock is now traded at around $82.990000. The impact to a portfolio due to this purchase was 0.79%. The holding were 25,475 shares as of 2021-12-31.
Added: WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY)
Bridge Advisory, LLC added to a holding in WisdomTree Yield Enhanced U.S. Aggregate Bond Fund by 128.64%. The purchase prices were between $51.25 and $52.17, with an estimated average price of $51.67. The stock is now traded at around $50.330000. The impact to a portfolio due to this purchase was 0.44%. The holding were 33,224 shares as of 2021-12-31.
Added: PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT)
Bridge Advisory, LLC added to a holding in PIMCO Enhanced Short Maturity Active Exchange-Trad by 272.16%. The purchase prices were between $101.51 and $101.8, with an estimated average price of $101.63. The stock is now traded at around $101.370000. The impact to a portfolio due to this purchase was 0.39%. The holding were 11,444 shares as of 2021-12-31.
Added: The Home Depot Inc (HD)
Bridge Advisory, LLC added to a holding in The Home Depot Inc by 147.93%. The purchase prices were between $326.47 and $416.18, with an estimated average price of $382.21. The stock is now traded at around $359.690000. The impact to a portfolio due to this purchase was 0.27%. The holding were 2,395 shares as of 2021-12-31.
Sold Out: Invesco Dynamic Credit Opportunities Fund (VTA)
Bridge Advisory, LLC sold out a holding in Invesco Dynamic Credit Opportunities Fund. The sale prices were between $11.45 and $11.76, with an estimated average price of $11.55.
Sold Out: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)
Bridge Advisory, LLC sold out a holding in Vanguard Intermediate-Term Corporate Bond ETF. The sale prices were between $91.63 and $93.58, with an estimated average price of $92.71.
Sold Out: Pfizer Inc (PFE)
Bridge Advisory, LLC sold out a holding in Pfizer Inc. The sale prices were between $41.32 and $61.25, with an estimated average price of $49.81.
Sold Out: Comcast Corp (CMCSA)
Bridge Advisory, LLC sold out a holding in Comcast Corp. The sale prices were between $47.71 and $57.4, with an estimated average price of $52.
Here is the complete portfolio of Bridge Advisory, LLC. Also check out:
1. Bridge Advisory, LLC's Undervalued Stocks
2. Bridge Advisory, LLC's Top Growth Companies, and
3. Bridge Advisory, LLC's High Yield stocks
4. Stocks that Bridge Advisory, LLC keeps buyingThis article first appeared on GuruFocus.
