Deane Retirement Strategies, Inc. Q1 2023 vs. Q2 2023 13F Holdings Comparison

The world of finance and investment is constantly changing, and it's important for investors to stay up-to-date on the latest trends. One way to do this is by examining 13F filings, which provide valuable information about the holdings of institutional investors.

In this article, we will be looking at the Q1 2023 versus Q2 2023 13F holdings comparison for Deane Retirement Strategies, Inc. We will analyze the changes in the number of shares held and the value of those shares, and discuss the possible implications for investors.

Vanguard Short-Term Inflation-Protected Securities ETF (VTIP)

In Q2 2023, Deane Retirement Strategies, Inc. saw a slight decrease in their holdings of VTIP, with the number of shares decreasing from 488,322 to 489,535 and the value decreasing from $23,347,000 to $23,212,000. This represents a change of -0.6%. While this decrease may seem insignificant, it's worth noting that even small changes in holdings can have an impact on overall portfolio performance.

SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)

There was a slight increase in the holdings of BIL for Deane Retirement Strategies, Inc. in Q2 2023. The number of shares held increased from 182,443 to 182,808, and the value increased from $16,752,000 to $16,785,000, representing a change of 0.2%. This increase may indicate that the fund is becoming more bullish on short-term Treasury bills.

Vanguard Short-Term Treasury ETF (VGSH)

The most significant change in holdings for Deane Retirement Strategies, Inc. was seen in VGSH. In Q2 2023, the number of shares held increased dramatically from 11,889 to 279,396, and the value increased from $694,000 to $16,129,000, representing a change of 2,221.1%. This significant increase in holdings suggests that the fund has become much more bullish on short-term treasuries.

iShares Core MSCI EAFE ETF (IEFA)

Deane Retirement Strategies, Inc. also increased their holdings of IEFA in Q2 2023. The number of shares held increased from 84,471 to 191,632, and the value increased from $5,645,000 to $12,926,000, representing a change of 129%. This increase indicates a growing confidence in international equities.

iShares 20 YR Treasury ETF (TLT)

There was a notable change in holdings for TLT, with the number of shares held increasing from 0 in Q1 2023 to 105,563 in Q2 2023. However, the value remained unchanged at $0 in both quarters. This increase in holdings suggests a potential shift towards long-term treasuries.

Health Care Select Sector SPDR Fund (XLV)

Deane Retirement Strategies, Inc. increased their holdings of XLV in Q2 2023. The number of shares held increased from 71,434 to 71,601, and the value increased from $9,243,000 to $9,498,000, representing a change of 2.8%. This increase may indicate a bullish outlook on the healthcare sector.

Invesco S&P 500 Low Volatility ETF (SPLV)

There was a slight increase in holdings for SPLV in Q2 2023. The number of shares held increased from 146,602 to 147,393, and the value increased from $9,143,000 to $9,253,000, representing a change of 1.2%. This increase suggests a preference for low-volatility stocks.

These are just a few of the changes in holdings observed for Deane Retirement Strategies, Inc. In the highly dynamic world of finance, it's crucial for investors to continuously monitor and analyze the changes in institutional holdings to make informed investment decisions. By doing so, investors can gain insights into the market sentiment and potentially capitalize on emerging opportunities.

Note: The information in this article is for educational purposes only and should not be construed as financial advice.