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BLB&B Advisors, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

Ava Hoppe | 26 January, 2024

The third quarter of 2023 saw significant changes in the holdings of BLB&B Advisors, LLC compared to the fourth quarter of the same year. Let's dive into the details and explore the notable shifts in the fund's portfolio.

Vanguard Tax-Managed Funds (VEA) witnessed a substantial increase in shares from 2,275,674 in Q3 2023 to 2,570,737 in Q4 2023, resulting in a 23.8% change. The value of the shares also rose from $99,492,000 to $123,138,000.

Similarly, iShares TR (IJR) experienced a slight uptick in shares from 841,720 to 842,130, with a change percentage of 14.8%. The corresponding value increased from $79,399,000 to $91,160,000 in Q4.

Another iShares TR stock, iShares TR (IV, observed a growth in shares from 161,897 to 190,516, marking a change percentage of 30.9%. The value also surged from $69,523,000 to $90,996,000.

ISHARES TR (IJH) showcased a moderate rise in shares from 297,065 to 321,245, resulting in a change percentage of 20.2%. The value increased from $74,073,000 to $89,032,000.

Vanguard International Equity Index F (VWO) experienced a modest increase in shares from 1,767,136 to 1,813,771, indicating a change percentage of 7.6%. The value rose from $69,289,000 to $74,545,000.

Microsoft Corp (MSFT) witnessed a minor decrease in shares from 162,650 to 160,651, with a change percentage of 17.6%. The corresponding value fell from $51,356,000 to $60,411,000.

Apple Inc (AAPL) saw a slight decline in shares from 310,643 to 307,294, resulting in a change percentage of 11.2%. The value decreased from $53,185,000 to $59,163,000.

In the case of iShares TR (AGG), there was an increase in shares from 445,604 to 465,703, marking a change percentage of 10.3%. The value also rose from $41,904,000 to $46,221,000.

Schwab Strategic TR (SCHM) witnessed a decrease in shares from 605,589 to 562,315, indicating a change percentage of 3.3%. The corresponding value decreased from $40,986,000 to $42,353,000.

Barclays Bank PLC (DJP) experienced a dip in shares from 1,399,617 to 1,339,330, resulting in a change percentage of -9.5%. The value decreased from $44,983,000 to $40,702,000.

These are just some of the highlights from the extensive list of holdings comparison between Q3 and Q4 of 2023. BLB&B Advisors, LLC made strategic adjustments in their portfolio, aiming to maximize returns and diversify their investments. It is crucial to analyze these changes to gain insights into market trends and potential investment opportunities.

Please note that all the information provided in this article is based on the 13F filings, which are reported quarterly by institutional investment managers. This report shows the holdings of funds with assets of at least $100 million. The holdings comparison provides a snapshot of the changes in holdings during the specified time period.

Keep an eye out for further updates on BLB&B Advisors, LLC's holdings and potential market impacts!

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