Columbus Macro, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Investment management companies play a crucial role in the financial industry. Their analysis and strategic decision-making are key in determining the success of various funds and portfolios. One such company is Columbus Macro, LLC, which has recently released its Q3 2023 13F holdings report. In this article, we will be comparing the Q2 2023 and Q3 2023 holdings to highlight the changes and provide insights into the company's investment strategy.

ISHARES TR - MBB

In the Q2 2023 report, Columbus Macro, LLC held 102,224 shares of MBB, an iShares Treasury bond ETF. However, in Q3 2023, the number of shares increased to 122,982. This represents a significant increase of 20.3% in holdings. Additionally, the value of these shares also saw an increase from $9.543 million to $10.920 million, reflecting the positive performance of this particular investment.

ISHARES TR - IVV

Another iShares ETF, IVV, showed a slight decrease in holdings from Q2 2023 to Q3 2023. In Q2, Columbus Macro, LLC held 21,102 shares of IVV, which decreased marginally to 20,946 shares in Q3. This represents a decrease of 0.7%. The value of these shares also decreased from $9.548 million to $9.020 million. While the decrease in holdings and value may seem small, it indicates a shift in the company's investment focus.

ISHARES TR - GOVT

The Q3 2023 report shows a notable decrease in holdings for the iShares Treasury bond ETF, GOVT. In Q2 2023, Columbus Macro, LLC held 327,123 shares, which decreased by 11.9% to 287,517 shares in Q3. The value of these shares also saw a significant decrease from $7.495 million to $6.336 million. This decrease in holdings suggests that Columbus Macro, LLC might have adjusted its allocations for bonds.

VANGUARD INDEX FDS - VOO

Columbus Macro, LLC held 12,509 shares of VOO, a Vanguard index fund, in Q2 2023. However, in Q3 2023, the number of shares increased to 16,068, representing a substantial increase of 28.5%. The value of these shares also increased from $5.094 million to $6.309 million. This indicates a positive sentiment towards this particular index fund as the company increased its holdings significantly.

ISHARES TR - STIP

Columbus Macro, LLC also showed a significant increase in holdings for the iShares 0-5 Year TIPS Bond ETF, STIP. In Q2 2023, the company held 18,384 shares, which surged to 59,139 shares in Q3. This represents a remarkable increase of 221.4% in holdings. The value of these shares also increased from $1.791 million to $5.731 million. It seems that the company has high confidence in the performance of TIPS bonds.

DBX ETF TR - HDEF

The holdings of the DBX ETF Trust - Defensive Equi