Eldridge Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Eldridge Investment Advisors’s Portfolio SHY Stock Details SHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-2,521	Closed	-$213K	–	101
2019 Q3	$213K	Sell	2,521 -7,284	-74%	-$617K	0.11%	90
2019 Q2	$830K	Sell	9,805 -33,505	-77%	-$2.82M	0.44%	35
2019 Q1	$3.64M	Sell	43,310 -10,487	-19%	-$878K	1.96%	14
2018 Q4	$4.5M	Buy	53,797 +22,247	+71%	+$1.85M	2.78%	12
2018 Q3	$2.62M	Buy	31,550 +6,800	+27%	+$566K	1.68%	13
2018 Q2	$2.06M	Buy	24,750 +10,150	+70%	+$845K	1.46%	14
2018 Q1	$1.22M	Buy	+14,600	New	+$1.22M	0.91%	21

Other funds holding SHY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Eldridge Investment Advisors's SHY Position: Q4 2019 in Review

Eldridge Investment Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2019, closing a stake of 2,521 shares — an estimated $213K sold.

Eldridge Investment Advisors first reported a position in SHY in Q1 2018 and held it in 7 quarters. The position peaked at $4.5M in Q4 2018. 764 funds tracked by Wall St. Rank hold SHY as of Q4 2019.

Eldridge Investment Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
Eldridge Investment Advisors sold 2,521 iShares 1-3 Year Treasury Bond ETF shares in Q4 2019, an estimated $213K.
Eldridge Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2018 and held it in 7 quarters.
Eldridge Investment Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $4.5M in Q4 2018.
764 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2019.

Based on Eldridge Investment Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.