Parkside Advisors LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

Fund holdings play a crucial role in understanding the investment strategies and performance of various financial institutions. In this article, we will analyze the changes in holdings of Parkside Advisors LLC between the third and fourth quarters of 2023. These changes provide valuable insights into the investment decisions made by the firm during this period. Let's dive deeper into the details and understand the impact of these changes.

IWB - iShares TR:

Parkside Advisors LLC increased its holdings in iShares TR during the fourth quarter of 2023. The number of shares held went up from 223,114 to 227,866, representing a 13.5% increase. Similarly, the value of these shares also witnessed a significant rise from $52,635,000 to $59,760,000. This increase in holdings showcases Parkside Advisors LLC's confidence in iShares TR and its potential for growth.

IWM - iShares TR:

Another notable change in holdings is observed in iShares TR. Parkside Advisors LLC increased its holdings in this fund from 141,251 shares to 151,086 shares, reflecting a 20.9% increase. Additionally, the value of these shares also grew from $25,081,000 to $30,324,000. This increase indicates the firm's belief in the positive performance and future prospects of iShares TR.

IEI - iShares TR:

Parkside Advisors LLC also experienced changes in its holdings of iShares TR's IEI during the fourth quarter of 2023. The number of shares held increased from 221,219 to 233,146, representing a 9.1% growth. The value of these shares also witnessed a rise, increasing from $25,033,000 to $27,308,000. This increase suggests that Parkside Advisors LLC sees potential in iShares TR's IEI and expects it to generate favorable returns.

AGG - iShares TR:

In the case of AGG, Parkside Advisors LLC significantly increased its holdings during the fourth quarter of 2023. The number of shares held rose from 212,392 to 233,031, indicating a remarkable 15.8% increase. Similarly, the value of these shares experienced significant growth, going up from $19,973,000 to $23,128,000. This increase demonstrates Parkside Advisors LLC's confidence in the performance and future prospects of AGG.

EFA - iShares TR:

Parkside Advisors LLC also amplified its holdings in iShares TR's EFA during the final quarter of 2023. The number of shares held increased from 293,928 to 302,068, reflecting a 12.4% rise. The value of these shares also showed an upward trend, climbing from $20,257,000 to $22,760,000. This increase highlights Parkside Advisors LLC's positive outlook on the performance of iShares TR's EFA.

VMBS - Vanguard Scottsdale FDS:

A notable change in holdings is observed in Vanguard Scottsdale FDS's VMBS. Parkside Advisors LLC decreased its holdings in this fund from 544,850 shares to 456,171 shares, indicating an 11.3% decrease. Similarly, the value of these shares also experienced a decline from $23,853,000 to $21,148,000. This decrease suggests a change in Parkside Advisors LLC's strategy and reduced confidence in the performance of VMBS.

QQQM - Invesco Exch Traded FD TR II:

Parkside Advisors LLC increased its holdings in Invesco Exch Traded FD TR II's QQQM during the fourth quarter of 2023. The number of shares held went up from 112,423 to 114,152, representing a 16.1% increase. Additionally, the value of these shares also witnessed significant growth, rising from $16,572,000 to $19,239,000. This increase demonstrates Parkside Advisors LLC's positive outlook on QQQM's potential for growth.

VEA - Vanguard Tax-Managed FDS:

Another change in holdings is observed in Vanguard Tax-Managed FDS's VEA. Parkside Advisors LLC decreased its holdings in this fund from 348,318 shares to 343,520 shares, reflecting an 8.1% decrease. Similarly, the value of these shares also experienced a decline from $15,228,000 to $16,454,000. This decrease suggests a change in Parkside Advisors LLC's investment strategy and reduced confidence in the performance of VEA.

STIP - iShares TR:

Parkside Advisors LLC experienced a minor change in its holdings of iShares TR's STIP during the fourth quarter of 2023. The number of shares held increased from 159,827 to 164,647, representing a 4.8% growth. Additionally, the value of these shares also witnessed a modest rise from $15,490,000 to $16,232,000. This increase suggests Parkside Advisors LLC's ongoing faith in the performance and potential of STIP.

The aforementioned changes in holdings provide a comprehensive overview of Parkside Advisors LLC's investment decisions during the Q3 and Q4 of 2023. These shifts reflect the firm's confidence in certain funds while also showcasing adjustments in its investment strategy. Investors and market enthusiasts can utilize this information to gain insights into Parkside Advisors LLC's outlook on various funds and potentially make informed investment decisions.

Disclaimer: The information provided in this article is solely for informational purposes. It should not be considered as financial advice or a recommendation to buy or sell any securities.