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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.11M Buy
30,933
+3,466
+13% +$349K 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% +$145K 0.15% 136
2024
Q2
$159K Buy
+1,578
New +$159K 0.08% 201