Coca Cola Stock – Feb 03, 2021 – BlueSky Wealth Advisors, LLC Buys iShares Core Total USD Bond Market ETF, BTC iShares Russell Mid-Cap Growth ETF, Sells Cisco Systems Inc, Coca-Cola Co

Investment company BlueSky Wealth Advisors, LLC (Current Portfolio) buys iShares Core Total USD Bond Market ETF, BTC iShares Russell Mid-Cap Growth ETF, sells Cisco Systems Inc, Coca-Cola Co during the 3-months ended 2020Q4, according to the most recent filings of the investment company, BlueSky Wealth Advisors, LLC. As of 2020Q4, BlueSky Wealth Advisors, LLC owns 49 stocks with a total value of $414 million. These are the details of the buys and sells.

• New Purchases: IUSB,
• Added Positions: SCHZ, VCSH, SCHP, VWOB, SCHH, SCHF, HYG, SPY, IWP, VNQ, SNAP, SCHB,
• Reduced Positions: SCHA, IVV, VV, VB, AAPL, IJR, SPLK, GOOGL, VEA, IEMG, LMT,
• Sold Out: CSCO, KO,

For the details of BlueSky Wealth Advisors, LLC’s stock buys and sells,
go to https://www.gurufocus.com/guru/bluesky+wealth+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of BlueSky Wealth Advisors, LLC

1. CSIM Schwab U.S. Large-Cap ETF (SCHX) – 1,223,881 shares, 26.88% of the total portfolio. Shares added by 0.69%
2. Vanguard Short-Term Corporate Bond ETF (VCSH) – 625,695 shares, 12.58% of the total portfolio. Shares added by 4.20%
3. CSIM Schwab US Aggregate Bond ETF (SCHZ) – 658,902 shares, 8.91% of the total portfolio. Shares added by 10.73%
4. CSIM Schwab U.S. Tips ETF (SCHP) – 503,684 shares, 7.55% of the total portfolio. Shares added by 4.96%
5. Vanguard Emerging Markets Government Bond ETF (VWOB) – 262,166 shares, 5.21% of the total portfolio. Shares added by 4.77%

New Purchase: iShares Core Total USD Bond Market ETF (IUSB)

BlueSky Wealth Advisors, LLC initiated holding in iShares Core Total USD Bond Market ETF. The purchase prices were between $53.67 and $54.58, with an estimated average price of $54.1. The stock is now traded at around $54.079000. The impact to a portfolio due to this purchase was 0.52%. The holding were 39,703 shares as of 2020-12-31.

Added: BTC iShares Russell Mid-Cap Growth ETF (IWP)

BlueSky Wealth Advisors, LLC added to a holding in BTC iShares Russell Mid-Cap Growth ETF by 33.86%. The purchase prices were between $86.47 and $104.78, with an estimated average price of $95.22. The stock is now traded at around $105.735000. The impact to a portfolio due to this purchase was 0.05%. The holding were 7,172 shares as of 2020-12-31.

Sold Out: Coca-Cola Co (KO)

BlueSky Wealth Advisors, LLC sold out a holding in Coca-Cola Co. The sale prices were between $47.96 and $54.84, with an estimated average price of $51.79.

Sold Out: Cisco Systems Inc (CSCO)

BlueSky Wealth Advisors, LLC sold out a holding in Cisco Systems Inc. The sale prices were between $35.69 and $45.44, with an estimated average price of $41.21.

Here is the complete portfolio of BlueSky Wealth Advisors, LLC. Also check out:

1. BlueSky Wealth Advisors, LLC’s Undervalued Stocks
2. BlueSky Wealth Advisors, LLC’s Top Growth Companies, and
3. BlueSky Wealth Advisors, LLC’s High Yield stocks
4. Stocks that BlueSky Wealth Advisors, LLC keeps buying