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.
| 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 |
| 2023 Q3 | ADDED | 40,677 | +16,034 | +65.1% | 1.58% | $4.5M | $98.54 |
| 2023 Q2 | REDUCED | 24,643 | -410 | -1.6% | 1.00% | $2.7M | $97.31 |
| 2023 Q1 | ADDED | 25,053 | +1,112 | +4.6% | 1.07% | $2.8M | $96.24 |
| 2022 Q4 | INITIATED | 23,941 | — | — | 1.10% | $2.6M | — |
As of 2025 Q4 — sorted by position size