SHV — ISHARES TR

Ownership history in Bridge Advisory, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Bridge Advisory, LLC reported a position in ISHARES TR (SHV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
8.59% (2024 Q1)
Avg. % of fund
3.79%
First filed
2022 Q4
Last filed
2024 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 120,559 +447 +0.4% 6.34% $13.3M $103.91
2024 Q2 REDUCED 120,112 -36,539 -23.3% 6.54% $13.3M $102.45
2024 Q1 ADDED 156,651 +81,895 +109.5% 8.59% $17.3M $101.18
2023 Q4 ADDED 74,756 +34,079 +83.8% 4.13% $8.2M $99.96
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SHV price (monthly, adj. close)

Other funds also holding SHV

As of 2025 Q4 — sorted by position size

Hansen & Associates Financial Group, Inc. 29.71% Legacy Advisory Services, LLC 20.25% Client First Capital LLC 3Y 15.24% Able Wealth Management LLC 12.9% Bull Oak Capital, LLC 9.96% Allred Capital Management, LLC 3Y 7Y 9.63% PARAGON CAPITAL MANAGEMENT INC 8.53% CAPSTONE WEALTH MANAGEMENT GROUP, LLC 3Y 7.52% White Lighthouse Investment Management Inc. 3Y 7Y 7.26% Bulltick Wealth Management, LLC 7.18%
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