LBJ Family Wealth Advisors, Ltd. Buys iShares 1-3 Year Treasury Bond ETF

- By insider

Austin, TX, based Investment company LBJ Family Wealth Advisors, Ltd. (Current Portfolio) buys iShares 1-3 Year Treasury Bond ETF during the 3-months ended 2021Q1, according to the most recent filings of the investment company, LBJ Family Wealth Advisors, Ltd.. As of 2021Q1, LBJ Family Wealth Advisors, Ltd. owns 19 stocks with a total value of $158 million. These are the details of the buys and sells.

• New Purchases: SHY,

• Added Positions: WIP, VWO,

• Reduced Positions: IWF, IWP, VTI, IWO,

• SHY 15-Year Financial Data

• The intrinsic value of SHY

• Peter Lynch Chart of SHY

For the details of LBJ Family Wealth Advisors, Ltd.'s stock buys and sells,
go to https://www.gurufocus.com/guru/lbj+family+wealth+advisors%2C+ltd./current-portfolio/portfolio

These are the top 5 holdings of LBJ Family Wealth Advisors, Ltd.

1. iShares Russell 1000 Growth ETF (IWF) - 143,595 shares, 22.05% of the total portfolio. Shares reduced by 5.64%

2. iShares Russell 1000 Value ETF (IWD) - 198,916 shares, 19.05% of the total portfolio. Shares added by 0.28%

3. iShares Russell Mid-Cap Growth ETF (IWP) - 159,657 shares, 10.30% of the total portfolio. Shares reduced by 4.8%

4. iShares Russell Mid-Cap Value ETF (IWS) - 140,068 shares, 9.67% of the total portfolio. Shares added by 0.30%

5. iShares Russell 2000 Value ETF (IWN) - 70,032 shares, 7.06% of the total portfolio. Shares added by 0.16%

New Purchase: iShares 1-3 Year Treasury Bond ETF (SHY)

LBJ Family Wealth Advisors, Ltd. initiated holding in iShares 1-3 Year Treasury Bond ETF. The purchase prices were between $86.17 and $86.34, with an estimated average price of $86.28. The stock is now traded at around $86.250000. The impact to a portfolio due to this purchase was 0.57%. The holding were 10,455 shares as of 2021-03-31.

Here is the complete portfolio of LBJ Family Wealth Advisors, Ltd.. Also check out:

1. LBJ Family Wealth Advisors, Ltd.'s Undervalued Stocks

2. LBJ Family Wealth Advisors, Ltd.'s Top Growth Companies, and

3. LBJ Family Wealth Advisors, Ltd.'s High Yield stocks

4. Stocks that LBJ Family Wealth Advisors, Ltd. keeps buyingThis article first appeared on GuruFocus.