VBFP
USVN icon

Valtinson Bruner Financial Planning’s US Treasury 7 Year Note ETF USVN Stock Holding History

Valtinson Bruner Financial Planning’s Portfolio USVN Stock Details USVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$411K Buy
8,627
+32
+0.4% +$1.53K 0.1% 104
2026
Q1 		$413K Buy
8,595
+31
+0.4% +$1.51K 0.11% 96
2025
Q4 		$416K Buy
8,564
+1,881
+28% +$91.9K 0.12% 92
2025
Q3 		$326K Buy
6,683
+30
+0.5% +$1.45K 0.1% 109
2025
Q2 		$323K Buy
6,653
+552
+9% +$26.4K 0.1% 105
2025
Q1 		$294K Buy
6,101
+19
+0.3% +$900 0.1% 105
2024
Q4 		$285K Buy
+6,082
New +$291K 0.1% 114

Other funds holding USVN

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FMI
F/M Investments Washington, District of Columbia $1.97B AUM 30.33% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Valtinson Bruner Financial Planning's USVN Position: Q2 2026 in Review

Valtinson Bruner Financial Planning increased its US Treasury 7 Year Note ETF (USVN) stake by 0.37% in Q2 2026, buying an estimated $1.53K and bringing the position to 8,627 shares worth $411K. The position accounts for 0.1% of the portfolio, ranked #104.

Valtinson Bruner Financial Planning first reported a position in USVN in Q4 2024 and has held it in 7 quarters since. The position peaked at $416K in Q4 2025. 5 funds tracked by Wall St. Rank hold USVN as of Q2 2026.

  • Valtinson Bruner Financial Planning held 8,627 shares of US Treasury 7 Year Note ETF worth $411K as of Q2 2026.
  • Valtinson Bruner Financial Planning bought 32 US Treasury 7 Year Note ETF shares in Q2 2026, an estimated $1.53K.
  • US Treasury 7 Year Note ETF made up 0.1% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #104 holding.
  • Valtinson Bruner Financial Planning first reported a position in US Treasury 7 Year Note ETF in Q4 2024 and has held it in 7 quarters since.
  • Valtinson Bruner Financial Planning's US Treasury 7 Year Note ETF position peaked at $416K in Q4 2025.
  • 5 funds tracked by Wall St. Rank held US Treasury 7 Year Note ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.