Bristlecone Advisors, LLC quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, Bristlecone Advisors, LLC opened 10 positions, added to 51, reduced 27, sold out of 70 and left 23 unchanged. The largest increase in value was IVV (+$7,056,656); the largest decrease was VTI (-$10,613,870).
- SPMB: Country of operation —; Class PORT MTG BK ETF; Shares 2025-06-30 0; Shares 2025-09-30 44,967.
- USIG: Country of operation —; Class USD INV GRDE ETF; Shares 2025-06-30 0; Shares 2025-09-30 17,287.
- GOVT: Country of operation —; Class US TREAS BD ETF; Shares 2025-06-30 0; Shares 2025-09-30 36,600.
- WORLD GOLD TR: Country of operation —; Class SPDR GLD MINIS; Shares 2025-06-30 0; Shares 2025-09-30 9,000.
Two Form 13F-HR filings compared (SEC CIK 1671716): 2025-06-30 (filed 2025-08-04) and 2025-09-30 (filed 2025-10-24). 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; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||