Barden Capital Management, Inc. 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.
8828 MOUNTAIN PATH CIR AUSTIN, TX 78759
As of the latest 13F report, the guru’s equity portfolio contained 64 stocks valued at a total of $98.00Mil. The top holdings were
According to GuruFocus data, these were Barden Capital Management, Inc.’s top five trades of the quarter.
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
Barden Capital Management, Inc. reduced their investment in ARCA:CORP by 45,322 shares. The trade had a 4.81% impact on the equity portfolio. During the quarter, the stock traded for an average price of $92.11.
On 01/27/2023, PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund traded for a price of $96.83 per share and a market cap of $845.33Mil. The stock has returned -8.82% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
SPDR Portfolio Aggregate Bond ETF
The guru established a new position worth 168,427 shares in ARCA:SPAB, giving the stock a 4.34% weight in the equity portfolio. Shares traded for an average price of $24.94 during the quarter.
On 01/27/2023, SPDR Portfolio Aggregate Bond ETF traded for a price of $25.95 per share and a market cap of $6.43Bil. The stock has returned -8.08% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Schwab US Aggregate Bond ETF
Barden Capital Management, Inc. reduced their investment in ARCA:SCHZ by 52,071 shares. The trade had a 2.74% impact on the equity portfolio. During the quarter, the stock traded for an average price of $45.34.
On 01/27/2023, Schwab US Aggregate Bond ETF traded for a price of $47.21 per share and a market cap of $7.20Bil. The stock has returned -7.95% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Vanguard Total Bond Market ETF
The guru established a new position worth 34,497 shares in NAS:BND, giving the stock a 2.54% weight in the equity portfolio. Shares traded for an average price of $71.31 during the quarter.
On 01/27/2023, Vanguard Total Bond Market ETF traded for a price of $74.17 per share and a market cap of $88.38Bil. The stock has returned -8.06% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares J.P. Morgan USD Emerging Markets Bond ETF
The guru established a new position worth 14,524 shares in NAS:EMB, giving the stock a 1.26% weight in the equity portfolio. Shares traded for an average price of $82.06 during the quarter.
On 01/27/2023, iShares J.P. Morgan USD Emerging Markets Bond ETF traded for a price of $88.78 per share and a market cap of $17.42Bil. The stock has returned -10.86% 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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