Berkshire Money Management, Inc. Closed Holding Positions

Berkshire Money Management, Inc.

  • $840 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
ITB
Ishares Tr

ETFs
Q1 2022 Filed on Apr 19, 2022
59,615
$59.26 - $81.62 $3.53M - $4.87M
Innovator Etfs Tr
Q1 2022 Filed on Apr 19, 2022
17,146
N/A
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q4 2021 Filed on Jan 14, 2022
1,417,946
$30.92 - $31.24 $43.8M - $44.3M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q1 2021 Filed on Apr 20, 2021
12,501
$54.5 - $55.17 $681K - $690K
KOCT
Innovator Laddered Fund Of U.S
Q1 2021 Filed on Apr 20, 2021
296,156
N/A
XLP
Consumer Staples Sector Spdr

ETFs
Q1 2021 Filed on Apr 20, 2021
10,403
N/A
DIS
Walt Disney CO

Communication Services
Q3 2020 Filed on Oct 26, 2020
2,380
$112.18 - $135.54 $267K - $323K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q3 2020 Filed on Oct 26, 2020
4,052
$77.57 - $85.18 $314K - $345K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
Q3 2020 Filed on Oct 26, 2020
2,379
$102.35 - $104.25 $243K - $248K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
Q3 2020 Filed on Oct 26, 2020
18,010
$24.97 - $25.97 $450K - $468K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
Q3 2020 Filed on Oct 26, 2020
5,842
$88.49 - $99.23 $517K - $580K
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
Q3 2020 Filed on Oct 26, 2020
86,425
$25.31 - $25.94 $2.19M - $2.24M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q2 2020 Filed on Jul 27, 2020
782
$88.97 - $93.19 $69.6K - $72.9K
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q2 2020 Filed on Jul 27, 2020
784
$85.6 - $88.34 $67.1K - $69.3K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
Q2 2020 Filed on Jul 27, 2020
69
N/A
VOE
Vanguard Mid Cap Value Index F

ETFs
Q2 2020 Filed on Jul 27, 2020
185
$75.66 - $107.24 $14K - $19.8K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q2 2020 Filed on Jul 27, 2020
1
$42.16 - $60.6 $42.2 - $60.6
KRE
Spdr S&P Regional Banking ETF

ETFs
Q2 2020 Filed on Jul 27, 2020
296
$29.52 - $46.02 $8.74K - $13.6K
XLY
Select Sector Spdr Consumer Di

ETFs
Q2 2020 Filed on Jul 27, 2020
65
$92.41 - $133.25 $6.01K - $8.66K
VCIT
Vanguard Intermediate Term Cor

ETFs
Q2 2020 Filed on Jul 27, 2020
307
$86.24 - $95.36 $26.5K - $29.3K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
Q2 2020 Filed on Jul 27, 2020
1
$16.21 - $18.63 $16.2 - $18.6
SCHO
Schwab Short Term Us Treasury

ETFs
Q2 2020 Filed on Jul 27, 2020
531
$51.53 - $51.71 $27.4K - $27.5K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q2 2020 Filed on Jul 27, 2020
1,089
$14.77 - $20.35 $16.1K - $22.2K
FNDB
Schwab Fundamental U S Broad M

ETFs
Q2 2020 Filed on Jul 27, 2020
482
$29.23 - $39.53 $14.1K - $19.1K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q2 2020 Filed on Jul 27, 2020
13
$39.01 - $57.03 $507 - $741
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q2 2020 Filed on Jul 27, 2020
20
$114.73 - $118.21 $2.29K - $2.36K
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q2 2020 Filed on Jul 27, 2020
509
$156.11 - $171.29 $79.5K - $87.2K
REZ
Ishares Tr Residential And Mul

ETFs
Q2 2020 Filed on Jul 27, 2020
429
$49.35 - $67.83 $21.2K - $29.1K
EFV
Msci Eafe Value ETF

ETFs
Q2 2020 Filed on Jul 27, 2020
54
$33.95 - $43.67 $1.83K - $2.36K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q2 2020 Filed on Jul 27, 2020
73
$28.84 - $38.49 $2.11K - $2.81K
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q2 2020 Filed on Jul 27, 2020
1
$37.99 - $51.32 $38 - $51.3
FNDA
Schwab Fundamental U S Small C

ETFs
Q2 2020 Filed on Jul 27, 2020
2,331
$23.69 - $35.9 $55.2K - $83.7K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
Q1 2020 Filed on Apr 15, 2020
31,316
$37.54 - $46.72 $1.18M - $1.46M
SHW
Sherwin Williams CO

Basic Materials
Q1 2020 Filed on Apr 15, 2020
403
$132.23 - $198.85 $53.3K - $80.1K
General Electric CO
Q4 2018 Filed on Feb 06, 2019
26,024
N/A
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q3 2018 Filed on Oct 17, 2018
210,276
N/A
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q2 2018 Filed on Jul 19, 2018
84,964
$41.13 - $47.04 $3.49M - $4M
Powershares Db Cmdty Idx Tra
Q2 2018 Filed on Jul 19, 2018
17,500
N/A
EEMV
Ishares Msci Emerging Markets

ETFs
Q2 2018 Filed on Jul 19, 2018
70,145
$57.03 - $63.04 $4M - $4.42M
IYR
Ishares Tr

ETFs
Q1 2018 Filed on May 02, 2018
72,586
N/A
Proshares Tr Ii
Q4 2017 Filed on Jan 29, 2018
2,021
N/A
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