Eldridge Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,521
| Closed | -$213K | – | 101 |
|
|
2019
Q3 | $213K | Sell |
2,521
-7,284
| -74% | -$615K | 0.11% | 90 |
|
|
2019
Q2 | $830K | Sell |
9,805
-33,505
| -77% | -$2.84M | 0.44% | 35 |
|
|
2019
Q1 | $3.64M | Sell |
43,310
-10,487
| -19% | -$882K | 1.96% | 14 |
|
|
2018
Q4 | $4.5M | Buy |
53,797
+22,247
| +71% | +$1.86M | 2.78% | 12 |
|
|
2018
Q3 | $2.62M | Buy |
31,550
+6,800
| +27% | +$564K | 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 |
|