Boltwood Capital Management Purchases in Q3 2024

Boltwood Capital Management

  • $336 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HYGV
Flexshares Tr High Yield Value

ETFs
19.4K
+ 6.6%
$40.11 - $41.67 $777K - $808K
313K $13M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
37.2K
+ 7.42%
$23.43 - $24.12 $871K - $896K
538K $12.9M
AAPL
Apple Inc.

Technology
1.38K
+ 3.87%
$207.23 - $234.82 $286K - $324K
37K $8.62M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.09K
+ 1.1%
$33.74 - $37.96 $104K - $117K
285K $10.7M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
8.36K
+ 13.99%
$81.31 - $83.29 $679K - $696K
68.1K $5.66M
HYG
Ishares Tr

ETFs
6.65K
+ 11.76%
$76.72 - $80.36 $510K - $534K
63.2K $5.08M
GQRE
Flexshares Tr Global Quality R

ETFs
639
+ 0.91%
$54.18 - $62.97 $34.6K - $40.2K
70.7K $4.4M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.28K
+ 1.41%
$114.73 - $120.23 $147K - $154K
92.3K $11M
NFRA
Flexshares Stoxx Global Broad

ETFs
787
+ 1.03%
$53.04 - $59.95 $41.7K - $47.2K
77.2K $4.59M
GUNR
Flexshares Tr Morningstar Glob

ETFs
7.83K
+ 4.98%
$38.51 - $41.48 $302K - $325K
165K $6.82M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.52K
+ 1.38%
$36.02 - $41.68 $54.6K - $63.2K
112K $4.6M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
5.06K
+ 6.94%
$51.02 - $52.74 $258K - $267K
77.9K $4.1M
FLCH
Franklin Templeton ETF Tr

ETFs
9.3K
+ 30.9%
$15.81 - $20.11 $147K - $187K
39.4K $792K
MUB
Ishares National Muni Bond ETF

ETFs
2.15K
New
$106.13 - $108.7 $228K - $234K
2.15K $233K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.11K
+ 2.58%
$46.9 - $51.96 $51.8K - $57.4K
44K $2.27M
GE
General Electric CO

Industrials
1.22K
New
$156.66 - $189.66 $191K - $232K
1.22K $230K
ABT
Abbott Laboratories

Healthcare
89
+ 0.41%
$100.07 - $118.13 $8.91K - $10.5K
21.8K $2.49M
INDA
Ishares Msci India Index Fund

ETFs
3.33K
+ 26.44%
$54.86 - $59.22 $182K - $197K
15.9K $930K
GS
Goldman Sachs Group Inc

Financial Services
435
New
$459.02 - $510.25 $200K - $222K
435 $215K
EWL
Ishares Inc Msci Switzerlnd

ETFs
4.13K
New
$48.06 - $52.85 $198K - $218K
4.13K $214K
GII
Spdr S&P Global Infrasture ETF

ETFs
3.47K
New
$54.45 - $61.92 $189K - $215K
3.47K $214K
VFH
Vanguard Financial ETF

ETFs
1.94K
New
$99.27 - $111.21 $193K - $216K
1.94K $213K
EWQ
Ishares Msci France ETF

ETFs
5.15K
New
$36.95 - $41.12 $190K - $212K
5.15K $208K
BMY
Bristol Myers Squibb CO

Healthcare
3.95K
New
$39.66 - $51.75 $156K - $204K
3.95K $204K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
3.06K
New
N/A
3.06K $197K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
876
+ 3.71%
$75.47 - $83.18 $66.1K - $72.9K
24.5K $2.03M
EFA
Ishares Tr Msci Eafe ETF

ETFs
12
+ 0.04%
$75.32 - $84.37 $904 - $1.01K
32.3K $2.7M
IGF
Ishares Global Infrastructure

ETFs
2.35K
+ 38.24%
$47.97 - $54.56 $113K - $128K
8.5K $462K
MCD
Mcdonalds Corp

Consumer Cyclical
236
+ 14.65%
$245.82 - $304.51 $58K - $71.9K
1.85K $562K
RWO
Spdr Dow Jones Global Real Est

ETFs
505
+ 2.64%
$41.23 - $48.48 $20.8K - $24.5K
19.6K $933K
TSLA
Tesla, Inc.

Consumer Cyclical
75
+ 4.07%
$191.76 - $263.26 $14.4K - $19.7K
1.92K $502K
MDLZ
Mondelez International, Inc.

Consumer Defensive
452
+ 3.63%
$64.35 - $75.71 $29.1K - $34.2K
12.9K $949K
MA
Mastercard Inc

Financial Services
61
+ 3.09%
$429.6 - $500.99 $26.2K - $30.6K
2.04K $1M
SPTL
Spdr Portfolio Long Term Treas

ETFs
668
+ 1.1%
$26.69 - $29.87 $17.8K - $20K
61.2K $1.78M
JPM
Jpmorgan Chase & CO

Financial Services
19
+ 0.13%
$194.9 - $224.8 $3.7K - $4.27K
14.4K $3.04M
DHR
Danaher Corp

Healthcare
5
+ 0.11%
$239.25 - $280.76 $1.2K - $1.4K
4.46K $1.24M
COST
Costco Wholesale Corp

Consumer Defensive
109
+ 13.8%
$801.83 - $917.05 $87.4K - $100K
899 $796K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1.21K
+ 5.49%
$50.85 - $53.88 $61.6K - $65.3K
23.3K $1.25M
CME
Cme Group Inc.

Financial Services
15
+ 0.33%
$193.43 - $220.62 $2.9K - $3.31K
4.6K $1.01M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
2
+ 0.0%
$21.35 - $22.73 $42.7 - $45.5
98.7K $2.22M
VNQ
Vanguard Specialized Funds Van

ETFs
100
+ 1.77%
$82.97 - $98.97 $8.3K - $9.9K
5.76K $560K
NSC
Norfolk Southern Corp

Industrials
58
+ 2.71%
$213.75 - $259.69 $12.4K - $15.1K
2.2K $545K
EWT
Ishares Inc Msci Taiwan ETF

ETFs
1.58K
+ 30.29%
$47.78 - $56.88 $75.3K - $89.6K
6.78K $364K
AVGO
Broadcom Inc.

Technology
1.56K
+ 1114.29%
$136.27 - $1745.86 $213K - $2.72M
1.7K $293K
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.15K
+ 6.3%
$50.32 - $50.75 $57.9K - $58.4K
19.4K $984K
XOM
Exxon Mobil Corp

Energy
44
+ 0.17%
$109.72 - $119.0 $4.83K - $5.24K
25.3K $2.96M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
900
+ 11.04%
$34.48 - $37.66 $31K - $33.9K
9.05K $338K
AMZN
Amazon Com Inc

Consumer Cyclical
801
+ 5.76%
$161.02 - $200.0 $129K - $160K
14.7K $2.74M
FLTW
Franklin Templeton ETF Tr

ETFs
1.05K
+ 11.41%
$42.89 - $51.26 $45K - $53.8K
10.3K $494K
Activity Summary
Buys All Purchases 70 New Holdings 10 Increased Positions 60 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
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