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Alpine Bank Wealth Management Historic Quarter Change: USA ETF, New

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Alpine Bank Wealth Management historic quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 6 quarters from 2024-09-30 to 2026-06-30, Alpine Bank Wealth Management opened 95 positions, added to 91, reduced 161 and sold out of 84.

  • Q2 2026: Stock IUS; Country of operation —; Class Com; Shares before 0.
  • Q2 2026: Stock STIP; Country of operation —; Class Com; Shares before 0.
  • Q2 2026: Stock ISHG; Country of operation —; Class Com; Shares before 0.
  • Q2 2026: Stock HYS; Country of operation —; Class Com; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1974910), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-21); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-15); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-22); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-17); Q1 2025 (2024-09-30 to 2025-03-31, filed 2025-04-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-09-30.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026IUS
Invesco RAFI Strategic US ETF		Com0590,590+590,590$0$38,730,892+$38,730,8922026-08-07
Q2 2026STIP
Ishares Short-Term TIPs		Com0339,975+339,975$0$34,731,846+$34,731,8462026-08-07
Q2 2026ISHG
iShares 1-3 Yr International T		Com0436,406+436,406$0$32,400,965+$32,400,9652026-08-07
Q2 2026HYS
PIMCO 0-5 Year HY Corporate Bo		Com0346,430+346,430$0$32,398,134+$32,398,1342026-08-07
Q2 2026NTSD
WisdomTree U.S. Internationa		Com0580,267+580,267$0$26,758,490+$26,758,4902026-08-07
Q2 2026FLOT
iShares Floating Rate Bond ETF		Com093,608+93,608$0$4,778,688+$4,778,6882026-08-07
Q2 2026VTI
Vanguard Total Stock Market ET		Com02,434+2,434$0$900,677+$900,6772026-08-07
Q2 2026EMBX
VanEck Emerging Markets Bond E		Com09,773+9,773$0$501,453+$501,4532026-08-07
Q2 2026IJT
iShares SP Small Cap 600 Growt		Com01,250+1,250$0$223,250+$223,2502026-08-07
Q2 2026EFG
iShares MSCI EAFE Growth ETF		Com01,600+1,600$0$199,072+$199,0722026-08-07
Q2 2026ZSEP
Equity Defined Protection ETF		Com05,700+5,700$0$157,087+$157,0872026-08-07
Q2 2026PFLD
AAM Low Dur Preferred Income E		Com07,159+7,159$0$139,958+$139,9582026-08-07
Q2 2026JEPI
JPMorgan Equity Premium Income		Com02,422+2,422$0$136,795+$136,7952026-08-07
Q2 2026IBB
iShares Nasdaq Biotechnology E		Com0585+585$0$111,261+$111,2612026-08-07
Q2 2026VGT
Vanguard Information Technolog		Com0896+896$0$107,090+$107,0902026-08-07
Q2 2026VSGX
Vanguard ESG International Sto		Com01,262+1,262$0$103,913+$103,9132026-08-07
Q2 2026MGV
Vanguard Mega Cap Value ETF		Com0600+600$0$98,070+$98,0702026-08-07
Q2 2026MGK
Vanguard Mega Cap Growth Index		Com01,045+1,045$0$91,866+$91,8662026-08-07
Q2 2026IGSB
iShares Short-Term Corporate B		Com01,720+1,720$0$90,145+$90,1452026-08-07
Q2 2026NULG
Nuveen ESG Large-Cap Growth ET		Com0672+672$0$78,664+$78,6642026-08-07
Q2 2026QQQ
Invesco QQQ Trust		Com077+77$0$56,703+$56,7032026-08-07
Q2 2026SCHX
Schwab US Large Cap ETF		Com01,892+1,892$0$55,682+$55,6822026-08-07
Q2 2026VONV
Vanguard Russell 1000 Value ET		Com0460+460$0$48,903+$48,9032026-08-07
Q2 2026ICLN
iShares Global Clean Energy ET		Com02,200+2,200$0$45,078+$45,0782026-08-07
Q2 2026UTWO
US Treasury 2 Year Note ETF		Com0836+836$0$40,095+$40,0952026-08-07
Q2 2026HEQT
Simplify Hedged Equity ETF		Com0901+901$0$30,220+$30,2202026-08-07
Q2 2026EWC
iShares MSCI Canada ETF		Com0400+400$0$23,056+$23,0562026-08-07
Q2 2026EEM
iShares MSCI Emerging Markets		Com0300+300$0$20,523+$20,5232026-08-07
Q2 2026QUAL
iShares Edge MSCI USA Quality		Com084+84$0$18,432+$18,4322026-08-07
Q2 2026IVLU
Ishares Tr Msci Intl Value		Com0283+283$0$11,835+$11,8352026-08-07
Q2 2026IEV
Ishares Tr Europe Etf		Com0121+121$0$8,815+$8,8152026-08-07
Q2 2026OEF
MFC iShares TR S&P 100 ETF		Com020+20$0$7,317+$7,3172026-08-07
Q2 2026ESGU
iShares ESG Aware MSCI USA ETF		Com042+42$0$6,874+$6,8742026-08-07
Q2 2026IWB
iShares Russell 1000 ETF		Com013+13$0$5,324+$5,3242026-08-07
Q2 2026DYNF
MFC Ishares U.S. Equity Factor		Com044+44$0$2,992+$2,9922026-08-07
Q2 2026IBIT
Ishares Bitcoin Trust ETF		Com064+64$0$2,131+$2,1312026-08-07
Q1 2026SYSB
iShares Systematic Bond ETF		United StatesCom0974,400+974,400$0$86,721,600+$86,721,6002026-04-21
Q1 2026WTPI
WisdomTree Equity Premium Inco		Com0165,323+165,323$0$5,275,457+$5,275,4572026-04-21
Q1 2026ZNOV
Innovator Etfs Trust		Com0113,000+113,000$0$3,000,150+$3,000,1502026-04-21
Q1 2026ZDEK
Innovator Etfs Trust		Com0116,000+116,000$0$2,972,500+$2,972,5002026-04-21
Q1 2026VRP
Invesco Variable Rate Preferre		Com033,265+33,265$0$797,695+$797,6952026-04-21
Q1 2026SCHD
Schwab Strategic Tr Us Dividen		Com06,636+6,636$0$203,592+$203,5922026-04-21
Q4 2025EFV
iShares MSCI EAFE Value ETF		Com06,039+6,039$0$431,245+$431,2452026-01-15
Q3 2025SCHX
Schwab US Large Cap ETF		Com01,892+1,892$0$49,835+$49,8352025-10-22
Q3 2025BIV
Vanguard Intermediate- Term Bo		Com0424+424$0$33,110+$33,1102025-10-22
Q3 2025QUAL
iShares Edge MSCI USA Quality		Com084+84$0$16,338+$16,3382025-10-22
Q3 2025ESGU
iShares ESG Aware MSCI USA ETF		Com0103+103$0$14,997+$14,9972025-10-22
Q3 2025IVLU
Ishares Tr Msci Intl Value		Com0283+283$0$10,041+$10,0412025-10-22
Q3 2025IEV
Ishares Tr Europe Etf		Com0121+121$0$7,923+$7,9232025-10-22
Q3 2025IYW
ishares Tr U.S. Tech		Com038+38$0$7,443+$7,4432025-10-22
Q3 2025IWB
iShares Russell 1000 ETF		Com013+13$0$4,751+$4,7512025-10-22
Q3 2025DYNF
MFC Ishares U.S. Equity Factor		Com044+44$0$2,605+$2,6052025-10-22
Q3 2025SPTL
SPDR Portfolio Long Term Treas		Com055+55$0$1,482+$1,4822025-10-22
Q2 2025JCPB
J P Morgan Exchange Traded Fd		Com0854,215+854,215$0$40,199,358+$40,199,3582025-07-17
Q2 2025GDE
WisdomTree Eff Gold Plus Equit		Com0666,906+666,906$0$31,451,287+$31,451,2872025-07-17
Q2 2025JEPI
JPMorgan Equity Premium Income		Com0103,803+103,803$0$5,901,200+$5,901,2002025-07-17
Q2 2025MGC
Vanguard Mega Cap Index Fund E		Com02,196+2,196$0$493,924+$493,9242025-07-17
Q2 2025ZDEK
Innovator Etfs Trust		Com018,750+18,750$0$460,125+$460,1252025-07-17
Q2 2025ZFEB
Innovator Etfs Trust		Com018,750+18,750$0$457,153+$457,1532025-07-17
Q2 2025ESMV
iShares ESG MSCI USA Min Vol F		Com08,250+8,250$0$238,564+$238,5642025-07-17
Q2 2025XOVR
Entrepreneurshares Series Trus		Com010,000+10,000$0$190,900+$190,9002025-07-17
Q2 2025UTWO
US Treasury 2 Year Note ETF		Com03,200+3,200$0$155,328+$155,3282025-07-17
Q2 2025ISPY
Proshares Tr		Com02,804+2,804$0$118,974+$118,9742025-07-17
Q2 2025DIVO
Amplify CWP Enhanced Dividend		Com02,757+2,757$0$117,310+$117,3102025-07-17
Q2 2025TLTW
Ishares Tr		Com05,031+5,031$0$116,619+$116,6192025-07-17
Q2 2025BUCK
Simplify Exchange Traded Funds		Com04,380+4,380$0$103,543+$103,5432025-07-17
Q2 2025PFLD
Etf Ser Solutions		Com05,185+5,185$0$101,678+$101,6782025-07-17
Q2 2025VTI
Vanguard Total Stock Market ET		Com0325+325$0$98,777+$98,7772025-07-17
Q2 2025MLPA
Global X Fds		Com01,815+1,815$0$91,113+$91,1132025-07-17
Q2 2025XLK
Technology Select Sector SPDR		Com0345+345$0$87,364+$87,3642025-07-17
Q2 2025USG
Uscf Etf Tr		Com02,315+2,315$0$80,516+$80,5162025-07-17
Q2 2025MGK
Vanguard World Fund Mega Growt		Com0209+209$0$76,530+$76,5302025-07-17
Q2 2025EEMV
Ishares Inc Msci Emerging Mark		Com0423+423$0$26,564+$26,5642025-07-17
Q2 2025SCHA
Schwab US Small Cap ETF		Com0870+870$0$22,011+$22,0112025-07-17
Q2 2025VFH
Vanguard Financials ETF		Com0159+159$0$20,241+$20,2412025-07-17
Q2 2025XLV
Health Care Select Sector SPDR		Com0132+132$0$17,792+$17,7922025-07-17
Q2 2025XLP
Consumer Staples SPDR ETF		Com0198+198$0$16,032+$16,0322025-07-17
Q2 2025DLS
Wisdomtree Tree Intl Small Cap		Com0207+207$0$15,548+$15,5482025-07-17
Q2 2025SCHO
Schwab Short- Term US Treasury		Com0636+636$0$15,506+$15,5062025-07-17
Q2 2025XLE
Energy Select Sector SPDR ETF		Com0123+123$0$10,432+$10,4322025-07-17
Q2 2025XLY
Select Sector Spdr Tr Energy		Com033+33$0$7,172+$7,1722025-07-17
Q2 2025DFAI
MFC Dimensional Etf Trust		Com0144+144$0$4,978+$4,9782025-07-17
Q2 2025IEI
iShares 3-7 Year Treasury Bond		Com036+36$0$4,287+$4,2872025-07-17
Q2 2025VPL
Vanguard FTSE Pacific		Com051+51$0$4,191+$4,1912025-07-17
Q2 2025SPIB
MFC Spdr Series Trust		Com087+87$0$2,921+$2,9212025-07-17
Q1 2025HEQT
Simplify Hedged Equity ETF		Com01,852,658+1,852,658$0$52,939,704+$52,939,7042025-04-23
Q1 2025AGRH
Ishares Interest Rate Hedged U		Com01,663,430+1,663,430$0$43,207,596+$43,207,5962025-04-23
Q1 2025VUSB
Vanguard Ultra-Short Bond ETF		Com0789,644+789,644$0$39,367,703+$39,367,7032025-04-23
Q1 2025LQDH
Ishares Interest Rate Hedged C		Com0251,380+251,380$0$23,194,833+$23,194,8332025-04-23
Q1 2025XVV
Ishares ESG Screened S&P 500 E		Com077,966+77,966$0$3,335,596+$3,335,5962025-04-23
Q1 2025SIVR
Abrdn Silver Shares ETF		United StatesCom034,000+34,000$0$1,105,340+$1,105,3402025-04-23
Q1 2025EAGG
iShares ESG Aware US Aggregate		Com019,947+19,947$0$947,084+$947,0842025-04-23
Q1 2025IQLT
Ishares MSCI Intl Quality Fact		Com07,824+7,824$0$310,534+$310,5342025-04-23
Q1 2025ZSEP
Equity Defined Protection ETF		Com04,500+4,500$0$112,167+$112,1672025-04-23
Q1 2025IBIT
Ishares Bitcoin Trust ETF		Com092+92$0$4,307+$4,3072025-04-23

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