Bigelow Investment Advisors, LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
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As of the latest 13F report, the guru’s equity portfolio contained 145 stocks valued at a total of $172.00Mil. The top holdings were
According to GuruFocus data, these were Bigelow Investment Advisors, LLC’s top five trades of the quarter.
iShares Barclays GNMA Bond Fund
Bigelow Investment Advisors, LLC reduced their investment in NAS:GNMA by 45,965 shares. The trade had a 1.18% impact on the equity portfolio. During the quarter, the stock traded for an average price of $43.2.
On 01/27/2023, iShares Barclays GNMA Bond Fund traded for a price of $45.02 per share and a market cap of $416.59Mil. The stock has returned -6.25% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares 1-3 Year Credit Bond ETF
Bigelow Investment Advisors, LLC reduced their investment in NAS:IGSB by 36,112 shares. The trade had a 1.06% impact on the equity portfolio. During the quarter, the stock traded for an average price of $49.4.
On 01/27/2023, iShares 1-3 Year Credit Bond ETF traded for a price of $50.56 per share and a market cap of $24.01Bil. The stock has returned -3.36% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Schwab Short-Term U.S. Treasury ETF
Bigelow Investment Advisors, LLC reduced their investment in ARCA:SCHO by 24,206 shares. The trade had a 0.7% impact on the equity portfolio. During the quarter, the stock traded for an average price of $48.03.
On 01/27/2023, Schwab Short-Term U.S. Treasury ETF traded for a price of $48.59 per share and a market cap of $12.81Bil. The stock has returned -2.55% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
First Trust Low Duration Mortgage Opportunities ET
The guru established a new position worth 19,207 shares in NAS:LMBS, giving the stock a 0.53% weight in the equity portfolio. Shares traded for an average price of $47.06 during the quarter.
On 01/27/2023, First Trust Low Duration Mortgage Opportunities ET traded for a price of $48.08 per share and a market cap of $4.67Bil. The stock has returned -1.29% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, First Trust Low Duration Mortgage Opportunities ET has a price-earnings ratio of 18.70 and a price-book ratio of 2.42.
iShares 3-7 Year Treasury Bond ETF
Bigelow Investment Advisors, LLC reduced their investment in NAS:IEI by 7,441 shares. The trade had a 0.51% impact on the equity portfolio. During the quarter, the stock traded for an average price of $114.33.
On 01/27/2023, iShares 3-7 Year Treasury Bond ETF traded for a price of $117.24 per share and a market cap of $12.71Bil. The stock has returned -6.07% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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