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Berkshire Money Management, Inc. Historic Quarter Change: USA ETF, New

Berkshire Money Management, Inc. historic quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 24 quarters from 2013-03-31 to 2026-06-30, Berkshire Money Management, Inc. opened 191 positions, added to 209, reduced 221 and sold out of 164.

  • Q2 2026: Stock SJNK; Country of operation —; Class ST TERM HIGH ETF; Shares before 0.
  • Q2 2026: Stock BIL; Country of operation —; Class ST STR BLO 1 ETF; Shares before 0.
  • Q2 2026: Stock JNK; Country of operation —; Class ST BLOO HIGH ETF; Shares before 0.
  • Q2 2026: Stock GRNY; Country of operation United States; Class FUND GRAN US ETF; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1535172), 24 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-23); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-21); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-27); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-22); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-27); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-16); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-19); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-08); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-08); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-26); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-16); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-19); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-09); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-12); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-22); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-22); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-13); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-07); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-23); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-10); Q3 2013 (2013-06-30 to 2013-09-30, filed 2014-01-03); Q2 2013 (2013-03-31 to 2013-06-30, filed 2014-01-10). 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 2013-09-30. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026SJNK
SPDR SERIES TRUST
ST TERM HIGH ETF01,681,386+1,681,386$0$42,085,086+$42,085,0862026-07-23
Q2 2026BIL
SPDR SERIES TRUST
ST STR BLO 1 ETF0252,727+252,727$0$23,159,895+$23,159,8952026-07-23
Q2 2026JNK
SPDR SERIES TRUST
ST BLOO HIGH ETF0174,941+174,941$0$16,859,040+$16,859,0402026-07-23
Q2 2026GRNY
TIDAL TRUST I
United StatesFUND GRAN US ETF0294,243+294,243$0$8,135,819+$8,135,8192026-07-23
Q2 2026XLU
SELECT SECTOR SPDR TR
ST STR UTIL ETF011,663+11,663$0$528,801+$528,8012026-07-23
Q2 2026IBDX
ISHARES TR
IBONDS DEC 2032012,288+12,288$0$309,535+$309,5352026-07-23
Q2 2026IBDW
ISHARES TR
IBONDS DEC 2031014,224+14,224$0$296,429+$296,4292026-07-23
Q2 2026IBDS
ISHARES TR
IBONDS 27 ETF012,213+12,213$0$295,799+$295,7992026-07-23
Q2 2026IBDU
ISHARES TR
IBONDS DEC 29012,756+12,756$0$295,429+$295,4292026-07-23
Q2 2026IBDT
ISHARES TR
IBDS DEC28 ETF011,687+11,687$0$295,097+$295,0972026-07-23
Q2 2026IBDV
ISHARES TR
IBONDS DEC 2030011,520+11,520$0$251,136+$251,1362026-07-23

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