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Shifting Portfolios: A Comparison of Frontier Wealth Management LLC's Holdings in Q1 and Q2 2022

Ava Hoppe | 2 May, 2023

As the second quarter of 2022 comes to an end, investors and analysts alike are taking a closer look at the changes in holdings made by major asset managers during the quarter. One such portfolio to examine is that of Frontier Wealth Management LLC, a registered investment adviser based in Kansas City, Missouri.

According to recently released data, Frontier Wealth Management LLC made several notable changes to its holdings over the course of Q2 2022. Comparing these changes to the firm's Q1 2022 holdings, we gain insight into the firm's investment strategy and the current state of the market.

One major shift was the firm's increased investment in the iShares 7-10 Year Treasury Bond ETF (IEF). In Q1, Frontier Wealth Management LLC held no shares of the fund, but in Q2 the firm held 661,050 shares, worth $67,625,000. This indicates a strong belief in the value of Treasury bonds as a low-risk investment option.

Another significant change was the firm's reduced holdings in the SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL). While the firm held 1,419,173 shares of BIL in Q1, this number dropped to 736,225 shares in Q2. The value of these holdings also decreased, from $129,741,000 to $67,357,000. This may suggest that Frontier Wealth Management LLC is shifting focus away from short-term Treasury bills in favor of longer-term holdings.

The largest increase in holdings, both in terms of percentage and value, came from Frontier Wealth Management LLC's investment in the Vanguard Tax-Managed International Fund (VEA). In Q1, the firm held just 16,930 shares of VEA, worth $790,000. However, in Q2 this number skyrocketed to 720,955 shares, worth $29,415,000. This move aligns with the recent trend towards international investing.

While these changes were significant, they only scratch the surface of the changes made by Frontier Wealth Management LLC during Q2. The firm also made adjustments to its holdings in companies such as Apple, Procter & Gamble, and JPMorgan Chase.

It's important to note that while these changes provide insight into Frontier Wealth Management LLC's strategy, they do not necessarily predict future market performance. In fact, the performance of these holdings in the coming months could vary drastically from their current trajectory.

Ultimately, Frontier Wealth Management LLC's Q2 holdings are just a snapshot of the ever-evolving world of investing. However, examining these changes can provide investors with valuable information to inform their own investment strategies.

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