Pineridge Advisors LLC historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 7 quarters from 2023-12-31 to 2025-09-30, Pineridge Advisors LLC opened 150 positions, added to 412, reduced 500 and sold out of 184.
- Q3 2025: Stock XFIV; Country of operation —; Class BLOOMBERG FVE YR; Shares before 1,284.
- Q3 2025: Stock XSVN; Country of operation —; Class BLOOMBERG SEVEN; Shares before 5,299.
- Q3 2025: Stock XHLF; Country of operation —; Class BLOOMBERG SIX MN; Shares before 1,912,761.
- Q3 2025: Stock BND; Country of operation —; Class TOTAL BND MRKT; Shares before 39,153.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2012421), 7 quarters: Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-30); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-29); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-18); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-25); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-16). 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 2023-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2025 | XFIV
BONDBLOXX ETF TRUST | | BLOOMBERG FVE YR | 1,284 | 730,103 | +728,819 | $63,384 | $36,161,999 | +$36,098,615 | 2025-11-04 |
|---|
| Q3 2025 | XSVN
BONDBLOXX ETF TRUST | | BLOOMBERG SEVEN | 5,299 | 448,327 | +443,028 | $253,703 | $21,603,533 | +$21,349,830 | 2025-11-04 |
|---|
| Q3 2025 | XHLF
BONDBLOXX ETF TRUST | | BLOOMBERG SIX MN | 1,912,761 | 2,132,997 | +220,236 | $96,288,371 | $107,545,722 | +$11,257,351 | 2025-11-04 |
|---|
| Q3 2025 | BND
VANGUARD BD INDEX FDS | | TOTAL BND MRKT | 39,153 | 46,694 | +7,541 | $2,882,868 | $3,472,653 | +$589,785 | 2025-11-04 |
|---|
| Q3 2025 | IEMG
ISHARES INC | | CORE MSCI EMKT | 30,907 | 33,929 | +3,022 | $1,855,359 | $2,236,575 | +$381,216 | 2025-11-04 |
|---|
| Q3 2025 | SPDW
SPDR INDEX SHS FDS | | PORTFOLIO DEVLPD | 40,999 | 45,482 | +4,483 | $1,660,039 | $1,946,167 | +$286,128 | 2025-11-04 |
|---|
| Q3 2025 | IWY
ISHARES TR | | RUS TP200 GR ETF | 2,812 | 2,977 | +165 | $693,190 | $814,665 | +$121,475 | 2025-11-04 |
|---|
| Q3 2025 | XTWO
BONDBLOXX ETF TRUST | | BLOOMBERG TWO YR | 638 | 1,758 | +1,120 | $31,631 | $87,143 | +$55,512 | 2025-11-04 |
|---|
| Q3 2025 | SCHF
SCHWAB STRATEGIC TR | | INTL EQTY ETF | 33,833 | 34,029 | +196 | $747,716 | $792,192 | +$44,476 | 2025-11-04 |
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| Q3 2025 | IWX
ISHARES TR | | RUS TP200 VL ETF | 4,248 | 4,564 | +316 | $357,639 | $401,084 | +$43,445 | 2025-11-04 |
|---|
| Q3 2025 | VTWO
VANGUARD SCOTTSDALE FDS | | VNG RUS2000IDX | 861 | 1,173 | +312 | $75,096 | $114,743 | +$39,647 | 2025-11-04 |
|---|
| Q3 2025 | SCEC
CAPITOL SER TR | | STERLING CAP ENH | 16,152 | 17,366 | +1,214 | $408,217 | $442,476 | +$34,259 | 2025-11-04 |
|---|
| Q3 2025 | EFV
ISHARES TR | | EAFE VALUE ETF | 2,696 | 2,877 | +181 | $171,142 | $195,147 | +$24,005 | 2025-11-04 |
|---|
| Q3 2025 | IWS
ISHARES TR | | RUS MDCP VAL ETF | 1,232 | 1,314 | +82 | $162,809 | $183,540 | +$20,731 | 2025-11-04 |
|---|
| Q3 2025 | SPXL
DIREXION SHS ETF TR | | DRX S&P500BULL | 334 | 336 | +2 | $57,994 | $71,148 | +$13,154 | 2025-11-04 |
|---|
| Q3 2025 | EFG
ISHARES TR | | EAFE GRWTH ETF | 1,453 | 1,543 | +90 | $162,736 | $175,717 | +$12,981 | 2025-11-04 |
|---|
| Q3 2025 | SPYM
SPDR SERIES TRUST | United States | PORTFOLIO S&P500 | 2,031 | 2,033 | +2 | $147,621 | $159,294 | +$11,673 | 2025-11-04 |
|---|
| Q3 2025 | IEFA
ISHARES TR | | CORE MSCI EAFE | 1,188 | 1,263 | +75 | $99,150 | $110,248 | +$11,098 | 2025-11-04 |
|---|
| Q3 2025 | SCHG
SCHWAB STRATEGIC TR | | US LCAP GR ETF | 1,434 | 1,604 | +170 | $41,889 | $51,170 | +$9,281 | 2025-11-04 |
|---|
| Q3 2025 | XTEN
BONDBLOXX ETF TRUST | | BLOOMBERG TEN YR | 5,490 | 5,550 | +60 | $253,405 | $258,798 | +$5,393 | 2025-11-04 |
|---|
| Q3 2025 | DGRO
ISHARES TR | | CORE DIV GRWTH | 1,094 | 1,100 | +6 | $69,940 | $74,876 | +$4,936 | 2025-11-04 |
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| Q3 2025 | DFUS
DIMENSIONAL ETF TRUST | | US EQUITY MARKET | 567 | 569 | +2 | $38,015 | $41,192 | +$3,177 | 2025-11-04 |
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| Q3 2025 | VTV
VANGUARD INDEX FDS | | VALUE ETF | 243 | 245 | +2 | $43,008 | $45,627 | +$2,619 | 2025-11-04 |
|---|
| Q3 2025 | JULW
AIM ETF PRODUCTS TRUST | | US LRGCP B20 JUL | 414 | 465 | +51 | $15,388 | $17,858 | +$2,470 | 2025-11-04 |
|---|
| Q3 2025 | SDVY
FIRST TR EXCHANGE-TRADED FD | | SMID RISNG ETF | 860 | 862 | +2 | $30,339 | $32,777 | +$2,438 | 2025-11-04 |
|---|
| Q3 2025 | IBTG
ISHARES TR | | IBONDS 26 TRM TS | 9,210 | 9,304 | +94 | $211,179 | $213,537 | +$2,358 | 2025-11-04 |
|---|
| Q3 2025 | ICLO
INVESCO ACTIVELY MANAGED EXC | | AAA CLO FLTNG RT | 474 | 559 | +85 | $12,104 | $14,324 | +$2,220 | 2025-11-04 |
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| Q3 2025 | AOM
ISHARES TR | | CORE 40/60 MODER | 955 | 959 | +4 | $43,975 | $45,611 | +$1,636 | 2025-11-04 |
|---|
| Q3 2025 | PULS
PGIM ETF TR | | PGIM ULTRA SH BD | 2,083 | 2,108 | +25 | $103,668 | $105,053 | +$1,385 | 2025-11-04 |
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| Q3 2025 | DFIV
DIMENSIONAL ETF TRUST | | INTERNATNAL VAL | 381 | 383 | +2 | $16,312 | $17,642 | +$1,330 | 2025-11-04 |
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| Q3 2025 | DFUV
DIMENSIONAL ETF TRUST | | US MKTWIDE VALUE | 503 | 505 | +2 | $21,249 | $22,560 | +$1,311 | 2025-11-04 |
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| Q3 2025 | SLYG
SPDR SERIES TRUST | | S&P 600 SMCP GRW | 226 | 227 | +1 | $20,098 | $21,366 | +$1,268 | 2025-11-04 |
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| Q3 2025 | SPTI
SPDR SERIES TRUST | | PORTFLI INTRMDIT | 3,020 | 3,049 | +29 | $86,883 | $88,109 | +$1,226 | 2025-11-04 |
|---|
| Q3 2025 | DFAT
DIMENSIONAL ETF TRUST | | US TARGETED VLU | 194 | 195 | +1 | $10,462 | $11,340 | +$878 | 2025-11-04 |
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| Q3 2025 | BILZ
PIMCO ETF TR | | ULTRA SHORT GOVT | 7 | 15 | +8 | $716 | $1,537 | +$821 | 2025-11-04 |
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| Q3 2025 | MDYG
SPDR SERIES TRUST | | S&P 400 MDCP GRW | 164 | 165 | +1 | $14,283 | $15,080 | +$797 | 2025-11-04 |
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| Q3 2025 | QBER
ELEVATION SERIES TRUST | | TRUESHARES QUART | 58 | 85 | +27 | $1,439 | $2,103 | +$664 | 2025-11-04 |
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| Q3 2025 | ONEZ
ELEVATION SERIES TRUST | | TRUESHARES SEASO | 24 | 47 | +23 | $606 | $1,246 | +$640 | 2025-11-04 |
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| Q3 2025 | IYK
ISHARES TR | | US CONSM STAPLES | 354 | 356 | +2 | $24,932 | $24,351 | -$581 | 2025-11-04 |
|---|
| Q3 2025 | VCIT
VANGUARD SCOTTSDALE FDS | | INT-TERM CORP | 223 | 226 | +3 | $18,513 | $19,003 | +$490 | 2025-11-04 |
|---|
| Q3 2025 | SPIB
SPDR SERIES TRUST | | PORTFOLIO INTRMD | 683 | 690 | +7 | $22,930 | $23,401 | +$471 | 2025-11-04 |
|---|
| Q3 2025 | XLE
SELECT SECTOR SPDR TR | | ENERGY | 75 | 76 | +1 | $6,358 | $6,753 | +$395 | 2025-11-04 |
|---|
| Q3 2025 | XONE
BONDBLOXX ETF TRUST | | BLOOMBERG ONE YR | 634 | 641 | +7 | $31,452 | $31,812 | +$360 | 2025-11-04 |
|---|
| Q3 2025 | XTRE
BONDBLOXX ETF TRUST | | BLOOMBERG THREE | 639 | 645 | +6 | $31,798 | $32,154 | +$356 | 2025-11-04 |
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| Q3 2025 | VYMI
VANGUARD WHITEHALL FDS | | INTL HIGH ETF | 48 | 49 | +1 | $3,855 | $4,109 | +$254 | 2025-11-04 |
|---|
| Q3 2025 | CLOI
VANECK ETF TRUST | | CLO ETF | 134 | 138 | +4 | $7,082 | $7,327 | +$245 | 2025-11-04 |
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| Q3 2025 | FBND
FIDELITY MERRIMACK STR TR | | TOTAL BD ETF | 233 | 235 | +2 | $10,639 | $10,879 | +$240 | 2025-11-04 |
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| Q3 2025 | AVUV
AMERICAN CENTY ETF TR | | US SML CP VALU | 24 | 25 | +1 | $2,224 | $2,441 | +$217 | 2025-11-04 |
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| Q3 2025 | EMLC
VANECK ETF TRUST | | JP MRGAN EM LOC | 347 | 352 | +5 | $8,797 | $8,991 | +$194 | 2025-11-04 |
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| Q3 2025 | TLT
ISHARES TR | | 20 YR TR BD ETF | 140 | 141 | +1 | $12,397 | $12,591 | +$194 | 2025-11-04 |
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| Q3 2025 | SPIP
SPDR SERIES TRUST | | PORTFLI TIPS ETF | 316 | 319 | +3 | $8,224 | $8,396 | +$172 | 2025-11-04 |
|---|
| Q3 2025 | IUSB
ISHARES TR | | CORE TOTAL USD | 167 | 169 | +2 | $7,713 | $7,876 | +$163 | 2025-11-04 |
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| Q3 2025 | GOVT
ISHARES TR | | US TREAS BD ETF | 232 | 235 | +3 | $5,342 | $5,423 | +$81 | 2025-11-04 |
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| Q3 2025 | ISTB
ISHARES TR | | CORE 1 5 YR USD | 111 | 112 | +1 | $5,383 | $5,461 | +$78 | 2025-11-04 |
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| Q3 2025 | VRIG
INVESCO ACTIVELY MANAGED EXC | | VAR RATE INVT | 160 | 162 | +2 | $3,997 | $4,056 | +$59 | 2025-11-04 |
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| Q3 2025 | SHV
ISHARES TR | | SHORT TREAS BD | 42 | 43 | +1 | $4,681 | $4,732 | +$51 | 2025-11-04 |
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| Q3 2025 | VNQ
VANGUARD INDEX FDS | | REAL ESTATE ETF | 15 | 16 | +1 | $1,368 | $1,418 | +$50 | 2025-11-04 |
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| Q3 2025 | SPLB
SPDR SERIES TRUST | | PORTFOLIO LN COR | 15 | 16 | +1 | $346 | $359 | +$13 | 2025-11-04 |
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