Boltwood Capital Management Q2 2023 vs. Q3 2023 13F Holdings Comparison

In the world of finance and investments, keeping track of changes in holdings is crucial to success. Boltwood Capital Management, a renowned investment firm, recently released its Q2 2023 and Q3 2023 13F holdings report. This report highlights the changes in their portfolio during this period, providing valuable insights for investors and analysts alike. Let's dive deeper into the data and explore the significant changes in Boltwood Capital Management's holdings.

SCHWAB STRATEGIC TR (SCHF):

- In Q2 2023, Boltwood Capital Management held 555,914 shares of SCHF with a value of $19,818,000.

- In Q3 2023, their holdings increased to 567,702 shares, but the value decreased slightly to $19,279,000.

- This represents a minor decrease of 2.7% in value.

ISHARES TR (IEI):

- Boltwood Capital Management held 115,109 shares of IEI in Q2 2023, worth $13,267,000.

- In Q3 2023, their holdings increased significantly to 141,409 shares, with a value of $16,001,000.

- This represents a substantial increase of 20.6% in value.

FLEXSHARES TR (HYGV):

- In Q2 2023, Boltwood Capital Management held 273,828 shares of HYGV, valued at $11,073,000.

- In Q3 2023, their holdings increased to 318,335 shares, and the value rose to $12,657,000.

- This represents a notable increase of 14.3% in value.

ISHARES TR (MBB):

- Boltwood Capital Management held 122,105 shares of MBB in Q2 2023, valued at $11,388,000.

- In Q3 2023, their holdings increased to 137,597 shares, with a value of $12,218,000.

- This represents a moderate increase of 7.3% in value.

SPDR INDEX SHS FDS (SPDW):

- In Q2 2023, Boltwood Capital Management held 289,390 shares of SPDW, worth $9,416,000.

- In Q3 2023, their holdings increased slightly to 293,080 shares, but the value decreased to $9,088,000.

- This represents a minor decrease of 3.5% in value.

FLEXSHARES TR (MBSD):

- Boltwood Capital Management held 406,065 shares of MBSD in Q2 2023, valued at $8,277,000.

- In Q3 2023, their holdings decreased to 374,708 shares, with a value of $7,392,000.

- This represents a noticeable decrease of 10.7% in value.

APPLE INC (AAPL):

- In Q2 2023, Boltwood Capital Management held 36,172 shares of AAPL, worth $7,016,000.

- In Q3 2023, their holdings remained relatively unchanged at 36,157 shares, with a value of $6,190,000.

- This represents a slight decrease of 11.8% in value.

ISHARES TR (IJH):

- Boltwood Capital Management held 23,393 shares of IJH in Q2 2023, valued at $6,116,000.

- In Q3 2023, their holdings increased slightly to 23,609 shares, but the value decreased to $5,886,000.

- This represents a minor decrease of 3.8% in value.

FLEXSHARES TR (GUNR):

- In Q2 2023, Boltwood Capital Management held 133,223 shares of GUNR, worth $5,338,000.

- In Q3 2023, their holdings increased to 141,977 shares, and the value rose to $5,741,000.

- This represents a notable increase of 7.6% in value.

SCHWAB STRATEGIC TR (SCHE):

- Boltwood Capital Management held 218,183 shares of SCHE in Q2 2023, valued at $5,373,000.

- In Q3 2023, their holdings increased to 232,285 shares, with a value of $5,560,000.

- This represents a moderate increase of 3.5% in value.

These are just a few examples of the changes in holdings that Boltwood Capital Management experienced during Q2 and Q3 of 2023. The complete 13F holdings comparison reveals a broader picture of their investment strategy and market predictions.

As an investor or analyst, it's essential to stay informed about such changes in holdings. These reports offer valuable insights into the investment decisions made by prominent firms like Boltwood Capital Management. By studying their actions, you can gain valuable knowledge and potentially make informed investment choices for your own portfolio.

Disclaimer: The above article is based on fictional data and does not represent real investment advice. Always consult with a professional financial advisor before making any investment decisions.