Stairway Partners, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

In the world of investment, staying updated with the latest holdings of funds can provide valuable insights into market trends and investment strategies. One such report called the 13F form provides a disclosure of the holdings of institutional investment managers. In this article, we will be examining the Q2 2023 and Q3 2023 13F holdings comparison of Stairway Partners, LLC, shedding light on the changes in their portfolio during this period.

The Q2 2023 and Q3 2023 13F holdings comparison reveals several interesting shifts in Stairway Partners, LLC's investments. Here are some key highlights:

1. ISHARES MSCI EAFE INDEX FUND (EFA):

- Q2 2023 (SHARES): 2,807,637

- Q3 2023 (SHARES): 2,463,206

- Q2 2023 VALUE ($000): 203,553

- Q3 2023 VALUE ($000): 169,764

- Change %: -16.6%

Stairway Partners, LLC reduced its holdings in ISHARES MSCI EAFE INDEX FUND by 16.6% during the Q2-Q3 2023 period. This indicates a shift in their investment strategy or market outlook.

2. ISHARES 1000 VALUE ETF (IWD):

- Q2 2023 (SHARES): 893,379

- Q3 2023 (SHARES): 783,490

- Q2 2023 VALUE ($000): 141,002

- Q3 2023 VALUE ($000): 118,949

- Change %: -15.6%

Stairway Partners, LLC also decreased its holdings in ISHARES 1000 VALUE ETF by 15.6%. This might indicate a shift towards different investment opportunities or a revision of their portfolio strategy.

3. VANGUARD TOTAL BOND MARKET ETF (BND):

- Q2 2023 (SHARES): 2,155,670

- Q3 2023 (SHARES): 1,659,010

- Q2 2023 VALUE ($000): 156,695

- Q3 2023 VALUE ($000): 115,765

- Change %: -26.1%

Stairway Partners, LLC significantly reduced its holdings in VANGUARD TOTAL BOND MARKET ETF by 26.1%. This indicates a potential reshuffling of their investment portfolio or a change in their outlook on bond markets.

4. ISHARES CORE US AGGREGATE BOND ETF (AGG):

- Q2 2023 (SHARES): 1,715,034

- Q3 2023 (SHARES): 1,192,314

- Q2 2023 VALUE ($000): 167,987

- Q3 2023 VALUE ($000): 112,125

- Change %: -33.3%

Another significant decrease in holdings can be observed in the case of ISHARES CORE US AGGREGATE BOND ETF, with Stairway Partners, LLC reducing their position by 33.3%. This suggests a possible shift away from US aggregate bonds.

5. ISHARES CORE MSCI EMERGING MKT IDX (IEMG):

- Q2 2023 (SHARES): 2,011,250

- Q3 2023 (SHARES): 1,701,919

- Q2 2023 VALUE ($000): 99,134

- Q3 2023 VALUE ($000): 80,994

- Change %: -18.3%

Stairway Partners, LLC also decreased their holdings in ISHARES CORE MSCI EMERGING MKT IDX by 18.3%. This shows a potential adjustment in their exposure to emerging markets.

These are just a few examples of the changes in holdings made by Stairway Partners, LLC during the Q2-Q3 2023 period. It's important to note that these changes provide insights into the investment decisions of Stairway Partners, LLC, and it's always recommended to analyze multiple factors and consult with a financial advisor before making any investment decisions.

All in all, the Q2 2023 vs. Q3 2023 13F holdings comparison sheds light on the evolving nature of Stairway Partners, LLC's investment portfolio. As the market landscape changes, so do the investment strategies of firms, and keeping a close eye on these shifts can offer valuable insights for investors.