Ridgewood Investments’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Ridgewood Investments’s Portfolio SGOV Stock Details SGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.94M	Sell	59,037 -3,730	-6%	-$375K	2.22%	3
2026 Q1	$6.32M	Buy	+62,767	New	+$6.31M	2.58%	3
2025 Q3	$5.17M	Buy	51,353 +20,420	+66%	+$2.05M	2.18%	3
2025 Q2	$3.11M	Buy	30,933 +3,466	+13%	+$348K	1.35%	10
2025 Q1	$2.77M	Buy	27,467 +2,962	+12%	+$298K	1.29%	9
2024 Q4	$2.46M	Buy	24,505 +21,492	+713%	+$2.16M	1.19%	11
2024 Q3	$303K	Buy	3,013 +1,435	+91%	+$144K	0.15%	136
2024 Q2	$159K	Buy	+1,578	New	+$159K	0.08%	201

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ridgewood Investments's SGOV Position: Q2 2026 in Review

Ridgewood Investments reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 5.9% in Q2 2026, selling an estimated $375K and leaving 59,037 shares worth $5.94M. The position accounts for 2.22% of the portfolio, ranked #3.

Ridgewood Investments first reported a position in SGOV in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.32M in Q1 2026. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

Ridgewood Investments held 59,037 shares of iShares 0-3 Month Treasury Bond ETF worth $5.94M as of Q2 2026.
Ridgewood Investments sold 3,730 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $375K.
iShares 0-3 Month Treasury Bond ETF made up 2.22% of Ridgewood Investments's portfolio in Q2 2026, its #3 holding.
Ridgewood Investments first reported a position in iShares 0-3 Month Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
Ridgewood Investments's iShares 0-3 Month Treasury Bond ETF position peaked at $6.32M in Q1 2026.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.