Ifrah Financial Services, 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.
17300 Chenal Parkway Little Rock, AR 72223
As of the latest 13F report, the guru’s equity portfolio contained 199 stocks valued at a total of $305.00Mil. The top holdings were TFLO(6.64%), IVW(4.10%), and IJK(3.48%).
According to GuruFocus data, these were Ifrah Financial Services, Inc.’s top five trades of the quarter.
PGIM Ultra Short Bond ETF
The guru established a new position worth 101,316 shares in ARCA:PULS, giving the stock a 1.63% weight in the equity portfolio. Shares traded for an average price of $48.53 during the quarter.
On 02/07/2023, PGIM Ultra Short Bond ETF traded for a price of $49.21 per share and a market cap of $3.84Bil. The stock has returned 2.35% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Schwab U.S. Tips ETF
The guru sold out of their 74,858-share investment in ARCA:SCHP. Previously, the stock had a 1.33% weight in the equity portfolio. Shares traded for an average price of $51.73 during the quarter.
On 02/07/2023, Schwab U.S. Tips ETF traded for a price of $52.42 per share and a market cap of $13.90Bil. The stock has returned -7.55% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares 0-5 Year High Yield Corporate Bond ETF
The guru sold out of their 61,314-share investment in ARCA:SHYG. Previously, the stock had a 0.84% weight in the equity portfolio. Shares traded for an average price of $40.29 during the quarter.
On 02/07/2023, iShares 0-5 Year High Yield Corporate Bond ETF traded for a price of $41.74 per share and a market cap of $6.33Bil. The stock has returned -0.33% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares 0-5 Year High Yield Corporate Bond ETF has a price-book ratio of 6.08.
iShares Treasury Floating Rate Bond ETF
During the quarter, Ifrah Financial Services, Inc. bought 32,107 shares of ARCA:TFLO for a total holding of 401,093. The trade had a 0.53% impact on the equity portfolio. During the quarter, the stock traded for an average price of $49.95.
On 02/07/2023, iShares Treasury Floating Rate Bond ETF traded for a price of $50.42 per share and a market cap of $4.47Bil. The stock has returned 2.29% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Janus Henderson B-BBB CLO ETF
The guru sold out of their 26,482-share investment in BATS:JBBB. Previously, the stock had a 0.4% weight in the equity portfolio. Shares traded for an average price of $44.68 during the quarter.
On 02/07/2023, Janus Henderson B-BBB CLO ETF traded for a price of $46.56 per share and a market cap of $69.93Mil. The stock has returned -6.84% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Janus Henderson B-BBB CLO ETF has a price-earnings ratio of 9.13 and a price-book ratio of 2.37.
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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