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Ishares Tr shares owned by Valtinson Bruner Financial Planning

Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by Valtinson Bruner Financial Planning from 13F filings

Historical chart of Valtinson Bruner Financial Planning investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Valtinson Bruner Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Valtinson Bruner Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $239k 4.2k 57.31
2025-06-30 $265k 4.9k 53.93
2025-03-31 $264k 5.7k 46.67
2024-12-31 $255k 5.1k 49.72

More positions owned by Valtinson Bruner Financial Planning

Ishares Tr Ultra Short Dur (ICSH)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard World Extended Dur (EDV)
Bondbloxx Etf Trust Bloomberg Twenty (XTWY)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Spdr Series Trust Portfolio S&p500 (SPLG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Innovator Etfs Trust Us Eqty Bufr May (BMAY)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Apple (AAPL)

View all positions for Valtinson Bruner Financial Planning

Top funds holding Ishares Tr

Envestnet Asset Management
BlackRock
LPL Financial
Sei Investments
SigFig Wealth Management
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Federation des caisses Desjardins du Quebec
Mackenzie Financial
Park Avenue Securities
Hanson McClain Advisors
Financial Connections Group
Cetera Investment Advisers
Spinnaker Trust
Royal Bank of Canada

View all funds holding Ishares Tr