U.S. markets closed
  • S&P Futures

    3,780.50
    -9.00 (-0.24%)
     
  • Dow Futures

    30,690.00
    -91.00 (-0.30%)
     
  • Nasdaq Futures

    11,510.50
    -19.00 (-0.16%)
     
  • Russell 2000 Futures

    1,699.70
    -8.30 (-0.49%)
     
  • Crude Oil

    106.39
    +0.63 (+0.60%)
     
  • Gold

    1,805.70
    -1.60 (-0.09%)
     
  • Silver

    20.11
    -0.17 (-0.82%)
     
  • EUR/USD

    1.0474
    -0.0009 (-0.08%)
     
  • 10-Yr Bond

    2.9720
    -0.1210 (-3.91%)
     
  • Vix

    28.71
    +0.55 (+1.95%)
     
  • GBP/USD

    1.2149
    -0.0026 (-0.21%)
     
  • USD/JPY

    135.4040
    -0.3240 (-0.24%)
     
  • BTC-USD

    20,414.13
    +358.61 (+1.79%)
     
  • CMC Crypto 200

    437.00
    +5.53 (+1.28%)
     
  • FTSE 100

    7,169.28
    -143.04 (-1.96%)
     
  • Nikkei 225

    26,210.57
    -182.47 (-0.69%)
     

Divergent Wealth Advisors Buys iShares Short Treasury Bond ETF, BTC BlackRock Ultra Short-Term ...

  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
·4 min read
In this article:
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.
  • Oops!
    Something went wrong.
    Please try again later.

Investment company Divergent Wealth Advisors (Current Portfolio) buys iShares Short Treasury Bond ETF, BTC BlackRock Ultra Short-Term Bond ETF, JPMorgan Ultra-Short Income ETF, SPDR Gold Shares ETF, First Trust Lunt U.S. Factor Rotation ETF, sells BlackRock TCP Capital Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Divergent Wealth Advisors. As of 2021Q4, Divergent Wealth Advisors owns 21 stocks with a total value of $494 million. These are the details of the buys and sells.

  • New Purchases: ICSH, JPST, GLD, FCTR,

  • Added Positions: SHV, AGG, IDEV, ISTB, IAGG, IEMG, TIP, IXUS,

  • Reduced Positions: IVV, IJH, ITOT, IJR, VTI, UNP, V, VEA,

  • Sold Out: TCPC,


For the details of Divergent Wealth Advisors's stock buys and sells,
go to https://www.gurufocus.com/guru/divergent+wealth+advisors/current-portfolio/portfolio

These are the top 5 holdings of Divergent Wealth Advisors

  1. iShares Core S&P 500 ETF (IVV) - 339,555 shares, 32.82% of the total portfolio. Shares reduced by 9.88%

  2. iShares Short Treasury Bond ETF (SHV) - 913,670 shares, 20.44% of the total portfolio. Shares added by 41.26%

  3. iShares Core U.S. Aggregate Bond ETF (AGG) - 375,168 shares, 8.67% of the total portfolio. Shares added by 3.95%

  4. iShares Core S&P Total U.S. Stock Market ETF (ITOT) - 250,979 shares, 5.44% of the total portfolio. Shares reduced by 9.07%

  5. Fidelity Nasdaq Composite Tracking Stock (ONEQ) - 422,338 shares, 5.21% of the total portfolio. Shares reduced by 0.31%

New Purchase: JPMorgan Ultra-Short Income ETF (JPST)

Divergent Wealth Advisors initiated holding in JPMorgan Ultra-Short Income ETF. The purchase prices were between $50.45 and $50.59, with an estimated average price of $50.51. The stock is now traded at around $50.450000. The impact to a portfolio due to this purchase was 0.93%. The holding were 91,221 shares as of 2021-12-31.

New Purchase: BTC BlackRock Ultra Short-Term Bond ETF (ICSH)

Divergent Wealth Advisors initiated holding in BTC BlackRock Ultra Short-Term Bond ETF. The purchase prices were between $50.36 and $50.44, with an estimated average price of $50.4. The stock is now traded at around $50.360000. The impact to a portfolio due to this purchase was 0.93%. The holding were 90,811 shares as of 2021-12-31.

New Purchase: SPDR Gold Shares ETF (GLD)

Divergent Wealth Advisors initiated holding in SPDR Gold Shares ETF. The purchase prices were between $163.92 and $174.5, with an estimated average price of $167.93. The stock is now traded at around $171.650000. The impact to a portfolio due to this purchase was 0.21%. The holding were 5,985 shares as of 2021-12-31.

New Purchase: First Trust Lunt U.S. Factor Rotation ETF (FCTR)

Divergent Wealth Advisors initiated holding in First Trust Lunt U.S. Factor Rotation ETF. The purchase prices were between $33.53 and $36.87, with an estimated average price of $35.31. The stock is now traded at around $31.640000. The impact to a portfolio due to this purchase was 0.2%. The holding were 27,875 shares as of 2021-12-31.

Added: iShares Short Treasury Bond ETF (SHV)

Divergent Wealth Advisors added to a holding in iShares Short Treasury Bond ETF by 41.26%. The purchase prices were between $110.39 and $110.47, with an estimated average price of $110.44. The stock is now traded at around $110.370000. The impact to a portfolio due to this purchase was 5.97%. The holding were 913,670 shares as of 2021-12-31.

Sold Out: BlackRock TCP Capital Corp (TCPC)

Divergent Wealth Advisors sold out a holding in BlackRock TCP Capital Corp. The sale prices were between $13.18 and $14.36, with an estimated average price of $13.87.



Here is the complete portfolio of Divergent Wealth Advisors. Also check out:

1. Divergent Wealth Advisors's Undervalued Stocks

2. Divergent Wealth Advisors's Top Growth Companies, and

3. Divergent Wealth Advisors's High Yield stocks

4. Stocks that Divergent Wealth Advisors keeps buyingThis article first appeared on GuruFocus.