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 Q3	$5.15M	Sell	51,189 -7,848	-13%	-$789K	1.9%	3
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

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

DWMS

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Ridgewood Investments's SGOV Position: Q3 2026 in Review

Ridgewood Investments reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 13% in Q3 2026, selling an estimated $789K and leaving 51,189 shares worth $5.15M. The position accounts for 1.9% of the portfolio, ranked #3.

Ridgewood Investments first reported a position in SGOV in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.32M in Q1 2026. 70 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

Ridgewood Investments held 51,189 shares of iShares 0-3 Month Treasury Bond ETF worth $5.15M as of Q3 2026.
Ridgewood Investments sold 7,848 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $789K.
iShares 0-3 Month Treasury Bond ETF made up 1.9% of Ridgewood Investments's portfolio in Q3 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 9 quarters since.
Ridgewood Investments's iShares 0-3 Month Treasury Bond ETF position peaked at $6.32M in Q1 2026.
70 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.