YHB Investment Advisors, Inc. Buys SPDR Blackstone Senior Loan ETF, iShares Short-Term National ...
West Hartford, CT, based Investment company YHB Investment Advisors, Inc. (Current Portfolio) buys SPDR Blackstone Senior Loan ETF, iShares Short-Term National Muni Bond ETF, BTC BlackRock Ultra Short-Term Bond ETF, Vulcan Materials Co, Invesco Ultra Short Duration ETF, sells ISHARES TRUST, Invesco BulletShares 2023 Corporate Bond ETF, iShares Core U.S. Aggregate Bond ETF, iShares National Muni Bond ETF, Wells Fargo during the 3-months ended 2021Q4, according to the most recent filings of the investment company, YHB Investment Advisors, Inc.. As of 2021Q4, YHB Investment Advisors, Inc. owns 311 stocks with a total value of $1.3 billion. These are the details of the buys and sells.
New Purchases: ICSH, VMC, UPWK, IAC, VXUS, MO, CNC, ETR, HSY, AXON, TSCO, VRSK, WMS, CAPE, LIT, VNQ,
Added Positions: SRLN, SUB, V, GSY, SCHG, JPST, JMST, PYPL, SCHD, PFF, BSCM, EFA, UNH, SYK, MDT, C, VTI, SPYG, SCHA, ZTS, VOO, VEU, SCHM, DIS, IEMG, IJR, SCHB, AFL, SCHE, CARR, OTIS, BND, SCHP, BSCS, ROBT, VCSH, SMMU, HACK, IEFA, SCZ, SDY, SCHF, IJH, IJK, IVV, TJX, HON, JPM, JNJ, MDLZ, NVDA, EQIX, FTV, EW, CMI, CRM, CPRT, SWK, CHD, WMT, ABBV, ALGN, BAH, TSLA, AMGN, YUM, WWD, USB, CAT, BAC, EOG, SLYG, AMP, LHX, QCOM, ACN, VV, IDXX, QCLN, PIO, PBE, MDYG, MDY, SO, IYF, TSM, EBAY, MA, IGIB, BSCT, PSX, ARKK, BURL,
Reduced Positions: IGSB, MINT, BSCN, AGG, MUB, WFC, BSCP, VMBS, SPY, AON, BSCO, AAPL, CTXS, NEAR, VTEB, PBCT, SHM, XLU, LIN, YUMC, MKC, PFE, T, BSCR, BSV, EEM, IWD, QQQ, SPDW, TIP, XSOE, BMY, CL, XOM, CME, CVX, BA, BDX, XLE, MMM, CTSH, ABT, GSLC, KO, IWF, CI, XLK, VIG, CSX, SCHV, DD, AXP, SPEM, AME, ADP, HIG, LECO, NOC, NVS, KMB, INTC, IBM, RJF, SHW, VZ, GWW, WM, CCI, WTW, CMG, PM, EPAM, GILD, DOW, FDX, FAST, DUK, MMC,
Sold Out: TAP, IVOL, BABA, HUBS, SQ, BL, SCHZ, ZNGA, EVFM,
For the details of YHB Investment Advisors, Inc.'s stock buys and sells,
go to https://www.gurufocus.com/guru/yhb+investment+advisors%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of YHB Investment Advisors, Inc.
Apple Inc (AAPL) - 433,994 shares, 6.11% of the total portfolio. Shares reduced by 1.34%
Microsoft Corp (MSFT) - 186,246 shares, 4.96% of the total portfolio. Shares reduced by 0.67%
Amazon.com Inc (AMZN) - 11,899 shares, 3.14% of the total portfolio. Shares added by 0.41%
Thermo Fisher Scientific Inc (TMO) - 55,908 shares, 2.96% of the total portfolio. Shares reduced by 0.58%
Danaher Corp (DHR) - 94,076 shares, 2.45% of the total portfolio. Shares added by 0.24%
New Purchase: BTC BlackRock Ultra Short-Term Bond ETF (ICSH)
YHB Investment Advisors, Inc. 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 0.13%. The holding were 33,620 shares as of 2021-12-31.
New Purchase: Vulcan Materials Co (VMC)
YHB Investment Advisors, Inc. initiated holding in Vulcan Materials Co. The purchase prices were between $169.28 and $208.97, with an estimated average price of $194.33. The stock is now traded at around $192.230000. The impact to a portfolio due to this purchase was 0.07%. The holding were 4,093 shares as of 2021-12-31.
New Purchase: Upwork Inc (UPWK)
YHB Investment Advisors, Inc. initiated holding in Upwork Inc. The purchase prices were between $31.73 and $60.02, with an estimated average price of $43.89. The stock is now traded at around $28.250000. The impact to a portfolio due to this purchase was 0.06%. The holding were 21,009 shares as of 2021-12-31.
New Purchase: IAC/InterActiveCorp (IAC)
YHB Investment Advisors, Inc. initiated holding in IAC/InterActiveCorp. The purchase prices were between $122.47 and $156.76, with an estimated average price of $137.28. The stock is now traded at around $131.380000. The impact to a portfolio due to this purchase was 0.03%. The holding were 3,186 shares as of 2021-12-31.
New Purchase: Vanguard Total International Stock (VXUS)
YHB Investment Advisors, Inc. initiated holding in Vanguard Total International Stock. The purchase prices were between $61.08 and $65.1, with an estimated average price of $63.41. The stock is now traded at around $64.080000. The impact to a portfolio due to this purchase was 0.03%. The holding were 5,645 shares as of 2021-12-31.
New Purchase: Advanced Drainage Systems Inc (WMS)
YHB Investment Advisors, Inc. initiated holding in Advanced Drainage Systems Inc. The purchase prices were between $107.25 and $136.49, with an estimated average price of $123.4. The stock is now traded at around $119.410000. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,737 shares as of 2021-12-31.
Added: SPDR Blackstone Senior Loan ETF (SRLN)
YHB Investment Advisors, Inc. added to a holding in SPDR Blackstone Senior Loan ETF by 119.97%. The purchase prices were between $45.02 and $45.7, with an estimated average price of $45.41. The stock is now traded at around $45.840000. The impact to a portfolio due to this purchase was 0.17%. The holding were 88,864 shares as of 2021-12-31.
Added: iShares Short-Term National Muni Bond ETF (SUB)
YHB Investment Advisors, Inc. added to a holding in iShares Short-Term National Muni Bond ETF by 715.18%. 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 $106.820000. The impact to a portfolio due to this purchase was 0.16%. The holding were 21,154 shares as of 2021-12-31.
Added: Invesco Ultra Short Duration ETF (GSY)
YHB Investment Advisors, Inc. added to a holding in Invesco Ultra Short Duration ETF by 61.54%. The purchase prices were between $50.26 and $50.4, with an estimated average price of $50.32. The stock is now traded at around $50.230000. The impact to a portfolio due to this purchase was 0.07%. The holding were 47,995 shares as of 2021-12-31.
Added: JPMorgan Ultra-Short Municipal Income ETF (JMST)
YHB Investment Advisors, Inc. added to a holding in JPMorgan Ultra-Short Municipal Income ETF by 31.63%. The purchase prices were between $50.97 and $51.07, with an estimated average price of $51.02. The stock is now traded at around $50.950000. The impact to a portfolio due to this purchase was 0.05%. The holding were 53,190 shares as of 2021-12-31.
Added: Vanguard Total Stock Market ETF (VTI)
YHB Investment Advisors, Inc. added to a holding in Vanguard Total Stock Market ETF by 21.79%. The purchase prices were between $220.94 and $242.96, with an estimated average price of $235.47. The stock is now traded at around $235.020000. The impact to a portfolio due to this purchase was 0.03%. The holding were 8,697 shares as of 2021-12-31.
Added: Invesco BulletShares 2022 Corporate Bond ETF (BSCM)
YHB Investment Advisors, Inc. added to a holding in Invesco BulletShares 2022 Corporate Bond ETF by 26.69%. The purchase prices were between $21.36 and $21.41, with an estimated average price of $21.38. The stock is now traded at around $21.370000. The impact to a portfolio due to this purchase was 0.03%. The holding were 97,076 shares as of 2021-12-31.
Sold Out: Quadratic Interest Rate Volatility And Inflation H (IVOL)
YHB Investment Advisors, Inc. sold out a holding in Quadratic Interest Rate Volatility And Inflation H. The sale prices were between $26.61 and $27.8, with an estimated average price of $27.25.
Sold Out: Molson Coors Beverage Co (TAP)
YHB Investment Advisors, Inc. sold out a holding in Molson Coors Beverage Co. The sale prices were between $43.38 and $49.21, with an estimated average price of $45.88.
Sold Out: BlackLine Inc (BL)
YHB Investment Advisors, Inc. sold out a holding in BlackLine Inc. The sale prices were between $99.35 and $131.39, with an estimated average price of $115.65.
Sold Out: Schwab US Aggregate Bond ETF (SCHZ)
YHB Investment Advisors, Inc. sold out a holding in Schwab US Aggregate Bond ETF. The sale prices were between $53.44 and $54.33, with an estimated average price of $53.89.
Sold Out: Alibaba Group Holding Ltd (BABA)
YHB Investment Advisors, Inc. sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $111.96 and $177.7, with an estimated average price of $145.1.
Sold Out: HubSpot Inc (HUBS)
YHB Investment Advisors, Inc. sold out a holding in HubSpot Inc. The sale prices were between $633.79 and $852.08, with an estimated average price of $757.05.
Here is the complete portfolio of YHB Investment Advisors, Inc.. Also check out:
1. YHB Investment Advisors, Inc.'s Undervalued Stocks
2. YHB Investment Advisors, Inc.'s Top Growth Companies, and
3. YHB Investment Advisors, Inc.'s High Yield stocks
4. Stocks that YHB Investment Advisors, Inc. keeps buyingThis article first appeared on GuruFocus.
