Bridgewater Associates (Ray Dalio) — EMB Trade History

Quarter-by-quarter changes in the ISHARES TR position · CUSIP 464288281
Sold outFirst seen: 2017 Q2
QuarterFiledActivitySharesΔ SharesΔ %Value% Port.
2026 Q22026-08-14
2026 Q12026-05-15
2025 Q42026-02-13
2025 Q32025-11-13
2025 Q22025-08-13
2025 Q12025-05-14
2024 Q42025-02-13
2024 Q32024-11-13
2024 Q22024-08-14
2024 Q12024-05-14
2023 Q42024-02-14
2023 Q32023-11-13
2023 Q22023-08-11
2023 Q12023-05-12
2022 Q42023-02-13
2022 Q32022-11-10
2022 Q22022-08-11
2022 Q12022-05-13
2021 Q42022-02-14
2021 Q32021-11-12
2021 Q22021-08-13
2021 Q12021-05-14
2020 Q42021-02-12
2020 Q32020-11-13
2020 Q22020-08-12Sold out-812,571-100.0%
2020 Q12020-05-14Reduce812,571-499,138-38.1%$78.6M1.56%
2019 Q42020-02-13Reduce1,311,709-30,120-2.2%$150.3M1.53%
2019 Q32019-11-13Reduce1,341,829-457,952-25.4%$152.1M1.34%
2019 Q22019-08-13Reduce1,799,781-48,285-2.6%$203.9M1.60%
2019 Q12019-05-14Add1,848,06688,073+5.0%$203.4M1.25%
2018 Q42019-02-13Reduce1,759,993-2,029-0.1%$182.9M1.67%
2018 Q32018-11-13New1,762,0221,762,022$190.0M1.97%
2018 Q12018-08-13Sold out-1,762,022-100.0%
2018 Q22018-08-13Reduce1,762,022-17,975-1.0%$188.1M1.88%
2017 Q42018-02-13Add1,779,9973,438+0.2%$206.7M1.69%
2017 Q32017-11-13Add1,776,5591,097,293+161.5%$206.8M1.39%
2017 Q22017-08-10New679,266679,266$77.7M0.71%
2017 Q12017-05-11
2016 Q42017-02-10
2016 Q32016-11-09

Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.