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SJA Financial Advisory, LLC Buys iShares Core 1-5 Year USD Bond ETF, iShares Core High Dividend ETF

Investment company SJA Financial Advisory, LLC (Current Portfolio) buys iShares Core 1-5 Year USD Bond ETF, iShares Core High Dividend ETF during the 3-months ended 2019Q2, according to the most recent filings of the investment company, SJA Financial Advisory, LLC. As of 2019Q2, SJA Financial Advisory, LLC owns 44 stocks with a total value of $128 million. These are the details of the buys and sells.

  • New Purchases: ISTB, HDV,
  • Added Positions: AGG, IEFA, SCHG, SCHV, IJJ, SCHZ, MDYG, VNQ, IVW, IWM, SCHF, SCHA, SCHE, IWN,
  • Reduced Positions: IVV, IGOV, IJK, IWD, SHM, IWF, IYR, SUB, TIP, SCHX, IJH, IWB, SCHH, IJR, SLYG, SPEM, SPY,

For the details of SJA Financial Advisory, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/sja+financial+advisory%2C+llc/current-portfolio/portfolioportfolio

These are the top 5 holdings of SJA Financial Advisory, LLC

  1. iShares Core MSCI EAFE ETF (IEFA) - 295,049 shares, 14.21% of the total portfolio. Shares added by 2.08%
  2. iShares Core S&P 500 ETF (IVV) - 45,726 shares, 10.57% of the total portfolio. Shares reduced by 1.79%
  3. iShares S&P Mid-Cap 400 Growth ETF (IJK) - 44,119 shares, 7.83% of the total portfolio. Shares reduced by 1.01%
  4. iShares S&P 500 Value ETF (IVE) - 70,946 shares, 6.49% of the total portfolio. Shares added by 1.00%
  5. iShares Core MSCI Emerging Markets ETF (IEMG) - 147,971 shares, 5.97% of the total portfolio. Shares added by 0.71%

New Purchase: iShares Core 1-5 Year USD Bond ETF (ISTB)

SJA Financial Advisory, LLC initiated holding in iShares Core 1-5 Year USD Bond ETF. The purchase prices were between $49.29 and $50.32, with an estimated average price of $49.68. The stock is now traded at around $50.37. The impact to a portfolio due to this purchase was 0.19%. The holding were 4,796 shares as of .

New Purchase: iShares Core High Dividend ETF (HDV)

SJA Financial Advisory, LLC initiated holding in iShares Core High Dividend ETF. The purchase prices were between $88.8 and $95.23, with an estimated average price of $93.16. The stock is now traded at around $93.15. The impact to a portfolio due to this purchase was 0.16%. The holding were 2,148 shares as of .



Here is the complete portfolio of SJA Financial Advisory, LLC. Also check out:

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4. Stocks that SJA Financial Advisory, LLC keeps buyingThis article first appeared on GuruFocus.