Stairway Partners, LLC Q3 2023 vs. Q4 2023: Comparing Changes in Fund Holdings

The investment world is constantly evolving, with fund managers and investors keeping a close eye on the ever-changing landscape. One way to get insights into these changes is through the 13F filings, which provide a snapshot of the holdings of institutional investment managers. In this article, we will examine the Q3 2023 and Q4 2023 13F holdings comparison for Stairway Partners, LLC.

ISHARES MSCI EAFE INDEX FUND (EFA)

Starting with the EFA, Stairway Partners, LLC saw a minor increase of 0.3% in shares held from Q3 to Q4 2023. The value of these shares also increased by 10.3%, indicating a positive shift in this particular investment.

ISHARES 1000 VALUE ETF (IWD)

Moving on to IWD, Stairway Partners, LLC experienced an 11.4% increase in shares held from Q3 to Q4 2023. The value of these shares also saw a rise of 11.4%, suggesting that the fund manager has confidence in the growth potential of this ETF.

ISHARES CORE US AGGREGATE BOND ETF (AGG)

The AGG showed a relatively small change for Stairway Partners, LLC, with a 5.6% increase in shares held from Q3 to Q4 2023. The value of these shares also rose by 5.6%, reflecting the stability and attractiveness of this investment option.

VANGUARD TOTAL BOND MARKET ETF (BND)

On the other hand, BND witnessed a significant decrease in shares held by Stairway Partners, LLC from Q3 to Q4 2023, with a decline of 18.2%. The value of these shares also decreased by 14.2%. This shift suggests that Stairway Partners, LLC decided to reduce their exposure to this ETF during this period.

ISHARES RUSSELL 1000 GROWTH IDX FUND (IWF)

For the IWF, Stairway Partners, LLC experienced a slight decrease of 1.1% in shares held from Q3 to Q4 2023. However, the value of these shares increased by 12.7%, indicating potential growth in this investment.

ISHARES CORE MSCI EMERGING MKT IDX (IEMG)

Next, the IEMG showed a positive change for Stairway Partners, LLC, with a 2.3% increase in shares held from Q3 to Q4 2023. The value of these shares also rose by 8.6%, highlighting the fund manager's confidence in the emerging markets.

SPDR S&P 500 ETF TRUST (SPY)

Stairway Partners, LLC saw a 1.2% increase in shares held for SPY from Q3 to Q4 2023. The value of these shares also increased by 12.5%, demonstrating the fund manager's bullish outlook on this popular ETF.

VANGUARD MSCI EURPE EQUITY IDX FUND (VGK)

With regards to VGK, Stairway Partners, LLC witnessed a 1.2% increase in shares held from Q3 to Q4 2023. The value of these shares also rose by 12.6%, signifying the fund manager's positive sentiment towards European equities.

ISHARES RUSSELL 2000 ETF (IWM)

The IWM experienced a 2.4% increase in shares held by Stairway Partners, LLC from Q3 to Q4 2023. The value of these shares also saw a rise of 16.3%, indicating a potentially lucrative investment for the fund.

SPDR S&P EMERGING ASIA PACIFIC ETF (GMF)

Moving on to GMF, Stairway Partners, LLC witnessed a minor decrease of 0.7% in shares held from Q3 to Q4 2023. The value of these shares also saw a slight decline of 3.2%, suggesting a cautious approach to this particular investment.

ISHARES RUSSELL 3000 INDEX (IWV)

Stairway Partners, LLC experienced a marginal decrease of 3.0% in shares held for IWV from Q3 to Q4 2023. However, the value of these shares increased by 8.3%, indicating potential growth in this investment.

ISHARES IBOXX $ HIGH YIELD CORP BD ETF (HYG)

For the HYG, Stairway Partners, LLC witnessed a slight decrease of 0.6% in shares held from Q3 to Q4 2023. The value of these shares also saw a small decline of 4.3%, signaling a cautious stance towards high-yield corporate bond ETFs.

VANGUARD TAX-EXEMPT BOND ETF (VTEB)

Stairway Partners, LLC experienced a minor decrease of 4.9% in shares held for VTEB from Q3 to Q4 2023. The value of these shares remained relatively stable, with a slight increase of 0.9%, indicating a neutral position on tax-exempt bond ETFs.

ISHARES NATIONAL MUNI BOND ETF (MUB)

Lastly, the MUB witnessed a 8.6% decrease in shares held by Stairway Partners, LLC from Q3 to Q4 2023. The value of these shares also saw a decline of 3.4%, suggesting a strategy shift away from municipal bond ETFs during this period.

In conclusion, Stairway Partners, LLC made various changes to its fund holdings from Q3 to Q4 2023. While some investments saw an increase in shares held and their corresponding values, others experienced decreases. These changes reflect the dynamic nature of the investment landscape and the adaptability of fund managers in responding to market conditions.