Arkansas Financial Group, Inc. Q1 2023 vs. Q2 2023: Comparing 13F Holdings

Introduction:

As an investor, it is crucial to stay updated on the latest trends and changes in the market. One of the ways to do this is by examining the holdings of financial institutions. In this article, we will focus on Arkansas Financial Group, Inc. and analyze their 13F holdings in the first and second quarters of 2023. By understanding the shifts in their portfolio, we can gain insights into their investment strategies and potentially uncover valuable investment opportunities.

SPDR Dow Jones Industrial Average ETF (DIA):

In the first quarter of 2023, Arkansas Financial Group held 233,174 shares of SPDR Dow Jones Industrial Average ETF (DIA), worth $77,558,000. However, in the second quarter, their holdings slightly decreased to 231,569 shares, valued at $79,624,000. This represents a 2.7% decrease in their holdings. Despite the decline, DIA remains a popular choice among investors due to its exposure to 30 large-cap stocks.

iShares TR S&P Midcap 400 Index (IJH):

Arkansas Financial Group held 244,292 shares of iShares TR S&P Midcap 400 Index (IJH) in the first quarter, with a value of $61,112,000. Their holdings remained stable in the second quarter, with 243,944 shares valued at $63,786,000. This consistency indicates their confidence in the performance of mid-cap stocks, which are known for their potential for growth and higher returns.

iShares Short Term Corporate Bond ETF (IGSB):

In the first quarter, Arkansas Financial Group held 887,402 shares of iShares Short Term Corporate Bond ETF (IGSB), worth $44,849,000. However, their holdings decreased slightly in the second quarter to 884,206 shares, valued at $44,360,000. This reflects a 1.1% decrease in their holdings. IGSB is a popular choice for investors seeking fixed-income investments with lower risk and shorter durations.

Vanguard Midcap Viper (VO):

Arkansas Financial Group's holdings in Vanguard Midcap Viper (VO) saw a positive change from the first to the second quarter. In Q1 2023, they held 165,577 shares, valued at $34,923,000. By Q2 2023, their holdings increased to 167,131 shares, valued at $36,795,000. This represents a 5.4% increase in their holdings. VO provides exposure to mid-cap stocks with the benefits of diversification and lower fees.

iShares Barclays TIPS Bond (TIP):

The holdings of iShares Barclays TIPS Bond (TIP) for Arkansas Financial Group experienced a decline in the second quarter. In Q1 2023, they held 303,250 shares, valued at $33,433,000. By Q2 2023, their holdings decreased to 294,495 shares, valued at $31,693,000. This indicates a 5.2% decrease in their holdings. TIP is an attractive option for investors looking for protection against inflation.

iShares Intermediate-Term (IGIB):

Arkansas Financial Group held 442,222 shares of iShares Intermediate-Term (IGIB) in the first quarter, valued at $22,677,000. However, by the second quarter, their holdings slightly decreased to 437,607 shares, valued at $22,129,000. This represents a 2.4% decrease in their holdings. IGIB offers investors exposure to intermediate-term corporate bonds with moderate risks and potentially attractive yields.

iShares S&P 500 Index (IVV):

In the first quarter, Arkansas Financial Group held 46,954 shares of iShares S&P 500 Index (IVV), worth $19,301,000. Their holdings increased in the second quarter to 47,498 shares, valued at $21,170,000. This represents a 9.7% increase in their holdings. IVV is a popular choice for investors seeking broad exposure to the U.S. equity market.

Spdr Portfolio Short Term Corporate Bond ETF (SPSB):

Arkansas Financial Group's holdings in Spdr Portfolio Short Term Corporate Bond ETF (SPSB) experienced a significant increase from the first to the second quarter. In Q1 2023, they held 477,024 shares, valued at $14,134,000. By Q2 2023, their holdings increased to 517,845 shares, valued at $15,245,000. This represents a notable 7.9% increase in their holdings. SPSB provides investors exposure to short-term corporate bonds with potentially attractive yields.

Conclusion:

Analyzing the 13F holdings of Arkansas Financial Group, Inc. in the first and second quarters of 2023 reveals interesting insights into their investment strategies. While some holdings experienced slight declines, others saw increases in value. By monitoring these changes, investors can gain valuable insights into potential investment opportunities and adjust their own portfolios accordingly. It is essential to consistently stay updated on these shifts to make informed investment decisions in an ever-changing market.