Eldridge Investment Advisors, Inc. Closed Holding Positions

Eldridge Investment Advisors, Inc.

  • $397 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
T
At&T Inc.

Communication Services
Q2 2022 Filed on Aug 11, 2022
8,599
$17.92 - $21.32 $154K - $183K
SUB
Ishares Short Term National Mu

ETFs
Q2 2022 Filed on Aug 11, 2022
3,411
$103.31 - $104.87 $352K - $358K
FPX
First Trust Us Equity Opportun

ETFs
Q1 2022 Filed on May 10, 2022
14,154
$95.18 - $121.69 $1.35M - $1.72M
GHYB
Gs ETF Tr Access High Yield CO

ETFs
Q1 2022 Filed on May 10, 2022
23,471
$45.82 - $49.64 $1.08M - $1.17M
VNLA
Janus Henderson Short Duration

ETFs
Q1 2022 Filed on May 10, 2022
22,011
$48.9 - $49.56 $1.08M - $1.09M
SHV
Ishares Tr

ETFs
Q1 2022 Filed on May 10, 2022
18,701
$110.22 - $110.4 $2.06M - $2.06M
LGOV
First Tr ETF Iv Long Duration

ETFs
Q1 2022 Filed on May 10, 2022
35,000
$25.42 - $27.41 $890K - $959K
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
Q1 2022 Filed on May 10, 2022
1,478
$119.16 - $141.12 $176K - $209K
IDNA
Ishares Tr Genomics Immunology

ETFs
Q1 2022 Filed on May 10, 2022
5,783
$31.36 - $43.88 $181K - $254K
XT
Ishares Tr Exponential Technol

ETFs
Q1 2022 Filed on May 10, 2022
9,161
$53.33 - $66.42 $489K - $608K
Ishares Ibonds Dec 2021 Term Corp ETF
Q4 2021 Filed on Feb 14, 2022
8,614
N/A
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q4 2021 Filed on Feb 14, 2022
2,900
$128.19 - $130.42 $372K - $378K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
Q4 2021 Filed on Feb 14, 2022
20,918
$26.52 - $27.2 $555K - $569K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
Q4 2021 Filed on Feb 14, 2022
44,222
$56.15 - $67.06 $2.48M - $2.97M
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
Q4 2021 Filed on Feb 14, 2022
65,363
N/A
KWEB
Kraneshares Tr Csi China Inter

ETFs
Q4 2021 Filed on Feb 14, 2022
4,800
$34.06 - $53.46 $163K - $257K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
Q3 2021 Filed on Nov 15, 2021
4,244
$50.02 - $55.63 $212K - $236K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
Q2 2021 Filed on Aug 05, 2021
27,333
$28.0 - $30.39 $765K - $831K
GUNR
Flexshares Tr Morningstar Glob

ETFs
Q2 2021 Filed on Aug 05, 2021
19,950
$36.54 - $40.43 $729K - $807K
Jp Morgan U S Aggregate Bond ETF
Q2 2021 Filed on Aug 05, 2021
153,051
N/A
FEMB
First Tr ETF Emerging Markets

ETFs
Q1 2021 Filed on May 14, 2021
11,616
$33.85 - $38.17 $393K - $443K
Portage Resources Inc
Q4 2020 Filed on Feb 11, 2021
25,200
N/A
CLX
Clorox CO

Consumer Defensive
Q4 2020 Filed on Feb 11, 2021
988
$194.91 - $221.17 $193K - $219K
Ishares Ibonds Dec 2020 Term Corp ETF Corp ETF
Q4 2020 Filed on Feb 11, 2021
13,376
N/A
IEF
Ishares Barclays

ETFs
Q3 2020 Filed on Nov 13, 2020
5,100
$121.18 - $123.06 $618K - $628K
FDN
First Tr Fd Dow Jones

ETFs
Q3 2020 Filed on Nov 13, 2020
3,600
$174.48 - $206.48 $628K - $743K
IQLT
Ishares Msci Intl Quality Fact

ETFs
Q2 2020 Filed on Aug 07, 2020
9,000
$24.88 - $30.65 $224K - $276K
United Technologies Corp
Q1 2020 Filed on May 08, 2020
1,516
N/A
CL
Colgate Palmolive CO

Consumer Defensive
Q4 2019 Filed on Feb 03, 2020
2,750
$65.41 - $72.07 $180K - $198K
ES
Eversource Energy

Utilities
Q4 2019 Filed on Feb 03, 2020
2,750
$79.19 - $86.2 $218K - $237K
AWR
American States Water CO

Utilities
Q4 2019 Filed on Feb 03, 2020
3,250
$84.04 - $95.13 $273K - $309K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q4 2019 Filed on Feb 03, 2020
2,521
$84.51 - $85.05 $213K - $214K
Ishares Ibonds Dec 2019 Term Corp ETF
Q2 2019 Filed on Jul 29, 2019
8,653
N/A
DFE
Wisdomtree Tr Europe Smallcap

ETFs
Q2 2019 Filed on Jul 29, 2019
3,700
N/A
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q4 2018 Filed on Jan 24, 2019
3,104
$111.35 - $114.52 $346K - $355K
EMLP
First Tr Exchange Traded Iv

ETFs
Q3 2018 Filed on Oct 11, 2018
12,503
$23.11 - $24.49 $289K - $306K
Powershares Qqq ETF
Q2 2018 Filed on Jul 31, 2018
28,709
N/A
Rydex Guggenheim S&P 500 Equal Weighted Index ETF
Q2 2018 Filed on Jul 31, 2018
59,913
N/A
RFDI
First Trust ETF Iii Riverfront

ETFs
Q2 2018 Filed on Jul 31, 2018
4,700
$60.69 - $65.81 $285K - $309K
VGIT
Vanguard Intermediate Term Tre

ETFs
Q1 2018 Filed on May 11, 2018
31,789
N/A
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